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Elev8 Sector Rotation Portfolio: December Performance Recap

  • Elev8, Sector Rotation
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Thematic Thursday: Setting the Table for 2026, From Narrative to Proof

  • Thematic Thursday
As 2026 begins, thematic investing is shifting from hype to proof, with AI, infrastructure, robotics, and space driven by capital intensity and visibility, while clean energy demands greater selectivity and patience after valuation resets
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ETFsector.com Daily Trading Outlook

  • Daily Trading Outlook
  • AAR, ABBV, ACI, ANGI, BX, COST, CSGP, CSIQ, DECK, FSLR, GD, GEMD, GME, GOOGL, JEF, LHX, LLY, META, NOC, NVDA, REGN, RTX, STZ, UNH, VTYX, WBD, WWW, XOM
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ETFsector.com Daily Trading Outlook

  • Daily Trading Outlook
  • AIG, AIR, AMZN, ARWR, BIDU, CERT, CVX, DHI, EAT, EMBJ, GOOGL, IR, LMT, MBLY, MCHP, META, NVDA, OS, SNDK, TRN, TSLA, TT, UNH, VEEV, VST
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Sector Investing in 2025: Bottom Performing Sector-Related ETFs of Last Year

  • Analysis, Tactical Tuesday
  • AMZA, DFAR, FCG, FTXN, FXG, JPRE, KBWY, PSCH, RSPR, RSPS, WCLD, XHE, XLP, XOP, XSW
Within ETFSector.com’s roughly 130-ETF universe, 2025’s laggards clustered in real estate, staples, software, and upstream energy as concentration favored AI infrastructure. These underperformers weren’t broken—just out of phase—setting selective rebound potential in 2026 if rates, breadth, or commodities turn improve.
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ETFsector.com Daily Trading Outlook

  • Daily Trading Outlook
  • AMZN, ANET, CNC, CSCO, CVX, DPZ, DUOL, EMR, FFIV, HAL, IBM, IR, LCID, LHX, MBLY, MCHP, MSFT, NVDA, OKTA, OS, QXO, TSLA, UA, URI, VEEV, VSNT, VST, XOM, ZBIO
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ETFsector.com Daily Trading Outlook

  • Daily Trading Outlook
  • AAPL, BE, BIDU, BRK.B, COP, CSCO, CVX, HAL, LHX, PINS, PVLA, PWR, QXO, RH, RIVN, SLB, SOC, TSLA, TSM, VLO, VRT, XOM
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2026 Sector Investing Outlook: Will the Technology Boom Dominate another Year?

  • Analysis, Macro Mondays, Narrations of a Sector ETF Operator
Interest-rate direction is a key driver of sector leadership. Falling or stable yields support Technology and Communication Services by easing valuation pressure on long-duration earnings. Rising or volatile rates tend to favor Financials, Energy, and cyclically oriented Industrials, where cash flows are nearer-term and valuations less sensitive to discount-rate shifts.
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