Rules of the Game: Skimming in Downtrodden Sectors

Although I'm not a big fan of rotating in and out of sectors, I do like to track where the strength lies, as it can give significant clues into overall market action. It's also crucial information for investors who like juicing up their portfolios with added exposure to particular sectors.

With that in mind, pretty much everyone who pays attention to the market has noticed the lag in S&P information technology so far this year. The top holding in the Technology Select Sector SPDR ETF (XLK) is Apple (AAPL), representing 14.39% of the fund. That stock is down 17% year to date, while the XLK has gained 2.7% so far in 2013....426 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

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