US Stocks: Sector Watch
Based on the sector rotation model:
I tried to check the various DJ index over the pass 3 months.
Based on the model, we should see financial, utilities lagging the rest of the market and cyclicals, technology, industrials and basic industry start to pull ahead.
With this in mind, I pulled the various indexes for comparison:
It turns out that indeed:
- Utilities and Finanicals are lagging the pack and
- Basic materials, Technology and Industrial are ahead.
- Though, they are not exactly in the same order as the model.
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