Being in the right sector (or out of the wrongs ones) makes a very big difference:
Sector
Return
Staples
13.50%
Energy
8.19%
Tech
3.76%
Healthcare
-6.95%
Discretionary
-9.61%
Materials
-10.50%
Utilities
-14.08%
Industrials
-19.96%
Telecom
-23.44%
Financials
-66.10%
Posted by Eddy Elfenbein on August 29th, 2011 at 11:52 am
The information in this blog post represents my own opinions and does not contain a recommendation for any particular security or investment. I or my affiliates may hold positions or other interests in securities mentioned in the Blog, please see my Disclaimer page for my full disclaimer.
Eddy Elfenbein is a Washington, DC-based speaker, portfolio manager and editor of the blog Crossing Wall Street. His Buy List has beaten the S&P 500 by 102% over the last 17 years. (more)
Eddy Elfenbein is a Washington, DC-based speaker, portfolio manager and editor of the blog Crossing Wall Street. His