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.
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면책사항
이 정보와 게시물은 TradingView에서 제공하거나 보증하는 금융, 투자, 거래 또는 기타 유형의 조언이나 권고 사항을 의미하거나 구성하지 않습니다. 자세한 내용은 이용 약관을 참고하세요.