The crew over at Bespoke cranked up the Gee-Golly-Whiz Machine to spit out this table of SPX sector weights going year by year back to 1990.I posted a less detailed type of thing from them before and some readers saw the utility and some did not but this is huge for how I construct sector weights in the portfolios I manage.
It should be easier to see if you click on it. It is also easier to see by clicking on it in Bespoke's original post.
3 comments:
usually when a sector out performs it out performs for a number of years.
How do you time your over weighting or under weighting of a sector?
Why do you think it is reasonable to time sectors, but not time the market?
I am sick and tired of these 2-3% bear raids lately. My accounts have all fallen hard and just crossed into negative territory for the freaking year.
Do something Roger.
Why am I in this market when a risk free internet bank pays 5.5%????
Damn these markets.
Roger,
do you get more bearish as we cross below the 200 dma for a second time?
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