Market Outlook & Trading Strategies
An in-depth comparison in relative strength of various US sectors from peak to trough, complementary to previous post.
It appears that investors have repositioned in recent recovery with a "lockdown" theme, weighting heavier in their investments with healthcare ($XLV), fundamentally strong tech ($XLK) (e.g. $AMZN) and consumer staples ($XLP) (e.g. $WMT).
We are still in favour of stock picking/sector ETFs which should outperform buying into the index.
It appears that investors have repositioned in recent recovery with a "lockdown" theme, weighting heavier in their investments with healthcare ($XLV), fundamentally strong tech ($XLK) (e.g. $AMZN) and consumer staples ($XLP) (e.g. $WMT).
We are still in favour of stock picking/sector ETFs which should outperform buying into the index.