An in-depth comparison in relative strength of various US sectors from peak to trough, complementary to previous post.
It appears that investors have repositioned in recent recovery with a "lockdown" theme, weighting heavier in their investments with healthcare (
XLV), fundamentally strong tech (
XLK) (e.g. 
AMZN) and consumer staples (
XLP) (e.g. 
WMT).
We are still in favour of stock picking/sector ETFs which should outperform buying into the index.
It appears that investors have repositioned in recent recovery with a "lockdown" theme, weighting heavier in their investments with healthcare (
XLV), fundamentally strong tech (XLK) (e.g. AMZN) and consumer staples (XLP) (e.g. WMT).We are still in favour of stock picking/sector ETFs which should outperform buying into the index.
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