The Best Five Sectors, #2
The composition of the top five sectors remains unchanged this week, despite an interrupted trading week. This stability comes against a backdrop of mixed signals and potential defensive rotation in the broader market. Let’s dive into the details and see how these sectors are holding up. XLY, Consumer DiscretionaryXLC, Communication ServicesXLF, FinancialsXLK, Information TechnologyXLI, Industrials Performance-wise, our equal-weight portfolio of these sectors is down 0.66% against SPY, which is down 0.44%. (Note: This analysis is...