Most U.S. or North American growth portfolios have doubled in technology weighting and this is a mistake, says Peter J. Eichler Jr., chairman, chief executive, CEO and founder of Aletheia Research and Management Inc.

Market value is created by change and change can act as a catalyst in selection points or more broadly, in free options, according to Jon Bosse, CIO and co-president of NWQ Investment Management Company.

The €130 billion rescue package extended to Greece last week forestalled a debt default by the troubled Mediterranean nation. While the deal stabilized the global financial system, it is doubtful Greece can avoid a default.

Since 2008, investors have been wary of U.S. equities, seeking safe harbour in bonds or setting out for more exotic ports overseas. But the tide may slowly be turning to favour U.S. equities, which is just fine for those who rode out the storm.

The first rule of investing is to buy low and sell high. Now’s the time to act on the first half of that rule.