ETFSector.com November Outlook: Industrials
We’ve gone long the Industrials sector despite near-term weakness. It is less weak than many sectors despite lackluster performance.
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ETFSector.com November Outlook: Consumer Discretionary
The Consumer has come under pressure despite a supportive Fed. We’re underweight to begin November.
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ETFSector.com November Outlook: Consumer Staples
With a challenged consumer, the Staples sector is the one legacy low vol. sector we’ve avoided this month.
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ETFSector.com November Outlook: Healthcare
Signs of bullish reversal have us long the Healthcare sector entering November.
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ETFSector.com November Outlook: Financials
Financials hit deeply oversold conditions in October. We’re keeping some exposure based on the potential for rotation risk.
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ETFSector.com November Outlook: Information Technology
Market leadership is very narrow, but buyer enthusiasm for Technology shares remains undeniable. We remain long though with some defensive hedges in place.
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ETFSector.com November Outlook: Communication Services
Narrowing leadership and near-term pressure on META and NFLX have us taking a cautious approach to the sector in November.
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ETFSector.com November Outlook: Utilities
We’re long Utilities for November as rotation/correction risk is elevated due to wide performance dispersion and slowing eco data.
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ETFSector.com November Outlook: Real Estate
We’ve gone tactically long the Real Estate Sector as a defensive hedge for our Tech Sector Long.
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ETFSector.com October Outlook: Energy
The only tranche of the Energy sector that’s percolating is the nuclear space, and those stocks are still in the small and mid-cap. tiers
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