GWM Sector Rotation Folio - In the Right Place at the Right Time

The energy, materials and metals sectors were hit pretty hard today when the Fed stated that they may be less accomodative because tax revenues are up. Last month I rotated out of the energy, silver and commodity related sectors and into the defensive sectors, healthcare, utilities and consumer staples. As a result we held up pretty good today.

The following graphic by ETF Radar Magazine shows which sectors performed best last month.