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What we really look at is a year ago, you have to look at growth versus value. it's an easy way to eke out extra return versus looking at the market overall and the s & p. so a year ago when you had growth outperforming value, you could rebalance accordingly. now a year later, the exact flip-flop has happened. you can rebound between those and you're going to create additional return. >> we have given you broad strategies. they're all three different. after the break, we're now going to tell you exactly what to do to keep your port foal you growing. not just stick around, but come back with a ...

The internet movie site is going gang busters and leading the s & p. if you invested in the company on january 1st, have you doubled your money. the stock is up almost 107%. >> we describe ourselves as an internet television network. we program netflix for our members. we know what our members like to watch so we license the content that our members love to watch. >> other big movers? big box store best buy you up 87%. hewlett-packard up 68%. what's next? big bank strategists at jpmorgan chase say enjoy the ride. stocks expect to return 6% to 8% per year for the next 5 years. i do have to ment...

The stuff -- ringing the alarm bells at an appropriate time. and ben and i were talking about this, too. do we need to keep hearing from the s & p? >> you know, a lot of invests think we don't need to keep hearing from the s & p. they downgraded the united states back in august. i think it was august 6th. financial markets had thought that would be a calamity. the american markets were able to shrug that off and say we don't really trust the s & p anymore after they got things so wrong in the runup to the 2008 crisis. a lot of ratings agencies had huge buy pushes on a lot of these stocks that ...

Consumer prices that are still just above 2% or 3% and it's high relative to what we've become accustomed to, and i think the bigger worry honestly is deflation and the risk of another recession. that's what has the markets so upset. and the fact that like in washington to a certain extent, there are no adults in the room in europe right now. they are letting rome burn and fiddling quite happily as this crisis gets worse and worse and they have yet to come up with a credible solution. >> give us a perspective here on the dow. one day it's up hundreds, next day it's down hundreds. i mean, overa...