Discretionaries Take the Lead

Here’s a breakdown of how the S&P 500 sector groups did during the recent down leg from October 17th to the post-election low on November 15th, and then on the recent rally since November 15th.

Sector Oct-17 to Nov-15 Nov-15 to Nov-28
Discretionary -5.41% 5.48%
Industrials -5.79% 4.47%
Staples -5.95% 4.39%
Telecom -6.38% 2.30%
Healthcare -6.59% 3.16%
Financials -6.99% 3.41%
S&P 500 -7.36% 4.18%
Materials -8.55% 4.78%
Energy -8.81% 3.40%
Utilities -9.20% 2.06%
Tech -9.59% 5.47%

What’s interesting to note is that Consumer Discretionaries were down the least, and then up the most. Utilities came very close to being down the most and up the least.

Posted by on November 28th, 2012 at 10:03 pm

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