Loving the Rally?

So you love this rally and want equity exposure. Unless you are simply going long the SPDR S&P 500 (SPY), you still have your work cut out for you. You still need to pick your best sector exposures, and then, unless you are using sector ETFs, you still need to pick stocks. Much of our readership only needs absolute returns, but the institutional portfolio managers may also need to beat the S&P 500 or some other benchmark, which will require significant additional analysis.

Here on Real Money, we always stand at the ready to assist -- especially since we are working through the same issues ourselves as we position our clients' portfolios. I remain cautious -- not bearish -- on this rally. Because my mandate is to be mostly fully invested long, I am picking apart the sectors looking for strong relative performance candidates in order to beat the market....723 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

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