Hot Sectors, Class of 2012
This commentary originally appeared on Dec. 27 on ETF Profits -- to access all the strategies from our team of ETF professionals, click here.
The S&P 500 is broken into 10 major sectors that many professional investors use for asset allocation and risk analysis -- and, like many equity strategists, I maintain my own sector model that's based on these. When I last published this model in July, I was becoming more defensive as I looked toward an uncertain and volatile second half. As such, I was favoring the healthcare, information technology and utility sectors, and I upped my allocation to consumer staples, as you'll see on the table below....583 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.
There’s no substitute for a trading floor to get great ideas, so Jim Cramer created a better one at Real Money and blogs there exclusively. We then added legendary hedge fund manager, Doug Kass, with his exclusive Daily Diary and best investing ideas. Staffed with more than 4 dozen investing pros, money managers, journalists and analysts, Real Money Pro gives you a flood of opinions, analysis and actionable trading advice found nowhere else, and allows you to interact directly with each expert.
Already a Subscriber? Please login.