Hmm. This is one of my monitors on ADVFN. Materials, energy and utilities were the only sectors up on Wednesday.A compelling case could be made that all three are wildly expensive but wildly expensive sectors and stocks can still go up.
The point here is to not lose track of keeping diversified.
1 comments:
I enjoy your blog; thanks for sharing your thoughts. Could an option to capture the effect of those sectors without investing solely in them be to look for mutual funds/ETFs which have a higher % in all 3 than the S&P 500 so that an investor is not subject to a shock to one sector? DODFX is 37% weighted in those sectors & international....or RFNFX, VEIPX, etc.
I have noticed recurring questions in your comments section, which you answer in previous posts or comments. Have you considered a 'greatest hits' post listing? Like "when I get defensive", "defensive moves", "Thoughts on ___ ETF", etc. Thank you.
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