On this episode of StockCharts TV’s Sector Spotlight, after a quick look at asset class rotation and sector rotation for US stocks, I dive into a comparison of cap-weighted sectors vs. equal-weighted sectors and find a big difference for the Consumer Discretionary sector, which underscores and supports the current strength of the market in general. In addition, seasonality for February suggests a (strong) under-performance for Real-Estate and, to a lesser degree, for Health Care and Utilities.
This video was originally broadcast on January 30, 2024. Click anywhere on the Sector Spotlight logo above to view on our dedicated Sector Spotlight page.
Past episodes of Sector Spotlight can be found here.
After graduating from the Dutch Royal Military Academy, Julius served in the Dutch Air Force in multiple officer ranks. He retired from the military as a captain in 1990 to enter the financial industry as a portfolio manager for Equity & Law (now part of AXA Investment Managers).Learn More