Where Do You Rotate? - Real Time Insight

By Kevin Cook,

Shutterstock photo

Below is a 6-month performance view of the nine SelectSector SPDR ETFs.

Think about where money will move over the next 3-6 months and what your favored industries and sectors are. Obviously, good bottom-up stock picking rigor may not care a bit about the view from 30,000 feet.

But I'm still curious about your responses and whether they are macro, earnings, or momentum-driven (behavior of PMs continuing to park money in certain names and industries in Healthcare, while taking it out of others like Energy).

Then tell me this...

A) Which 2 sectors would you be overweight for the rest of the first half and why?

B) Which 2 sectors would you be underweight and why?

SPDR-FINL SELS (XLF): ETF Research Reports

SPDR-INDU SELS (XLI): ETF Research Reports

SPDR-TECH SELS (XLK): ETF Research Reports

SPDR-HLTH CR (XLV): ETF Research Reports

SPDR-CONS DISCR (XLY): ETF Research Reports

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Zacks Investment Research

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

This article appears in: Investing Stocks
Referenced Stocks: XLF , XLI , XLK , XLV , XLY

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