Rule of the Month
Rule of the Month
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Concept
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Portfolio Management
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Disclaimer
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Portfolio
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Contact
Learn MoreFrequently Asked Questions
What is sector investing?
How does the portfolio update work?
Is the portfolio rebalanced?
Can this strategy outperform the S&P 500?
Sector investing involves dividing the S&P 500 into tradable sectors (ETFs) and focusing investments on the top-performing ones based on relative strength and trends.
Every 4 weeks, the 24 sectors are ranked. Any sector no longer in the top 8 is sold and replaced with equal investments in the new top-performing sectors.
Yes, re-balancing occurs annually on January 1. All positions are reset to equal sizes (12.5% each). Monthly updates allow profits to run without re-balancing.
While the strategy aims to outperform by focusing on strong sectors, there is no guarantee of future performance. It is based on historical data and trends.
Get Reminders on the Upcoming Portfolio Updates