Tuesday, November 05, 2013

an tSionna {Sector Performance}




Snap Charts of all sectors of the S&P 500 from Business Insider.com and via Goldman Sachs showing performance year to date how each sector has done.  Charts show that defensive sectors have underperformed, which you would expect in a year when the market's been red hot.  What I've found interesting is how well Health Care's performed even with all the negatives surrounding the roll out of the Affordable Care Act and it's expected crimp on medical expenses.  The chart in the top right corner is Goldman's recommended weightings for each market sector.  They currently overweight Financials and Industrials.  We like those sectors as well although we don't weigh sectors exactly as they do.


**Long ETFs related to the S&P 500 in client and personal accounts.  Long certain of these sectors listed above in client and personal accounts.