Value stocks and cryptocurrencies remain growth leaders

The economy is slowly recovering, US stock markets, after a long weekend, are rising in the Asian sessionby half a percent.

Value companies remain the growth leaders. The S&P500 index is in the lead.

Unemployment in the US is falling, but not as muchat a faster pace than before. According to Friday's data, it is six percent. At the same time, the rate of wage growth is declining and wages themselves are not growing. Therefore, there is no risk of an interest rate increase ahead of schedule.

People’s habits have changed, many people go online and don’t want to come back.

Therefore, technology companies will continue to grow faster than classic companies over the long term.

In any case, the investment portfolio mustbe segmented between different classes of stocks and bonds, which can already be added little by little to the portfolio. Given the rise of cryptocurrencies, a Bitcoin ETF (ticker BTCC) up to ten percent can be added to a portfolio.