Only investing in one or a few equity sectors that are outperforming the market is a recipe for disaster

Learn how to set up and actively manage an equity portfolio that encompasses all eleven sectors.

Thinking you are smarter than everyone else by only investing in sectors that are outperforming the market is a foolish strategy.

Equity sector rotation occurs much faster than you think.

Investing in stocks in out of favour sectors like Consumer Staples can still produce winners. Look at how well Empire A stock is doing.

I still firmly believe in assessing the outlook for each sector and having different percentage weights relative to the overall market.

But always have your eyes and ears open for attractively valued stocks with great prospects in out of favour groups.

Posted in Blog Post.

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