Friday, January 14, 2011

The Right Sector at the Right Time

The following sector analysis performed by Bespoke Financial confirms that the GWM Equity Sector Rotation Model is currently positioned in the right sectors at the right time.

(Click on chart for easier viewing)


2 comments:

  1. Steve,
    What is represented on the X axis of these charts? What period do these charts represent?
    Thanks,
    Dan Fellman

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  2. First of all, the charts illustrate the relative performance of sector ETFs compared to the S&P 500 and do not represent absolute returns.

    The X axis is time. The dates shown represent the month and day. The years covered are 2010 up to 1/13/2011. The Y axis represents the percentage of relative under or over performance of the sector compared to the S&P 500. The arrows highlight when a change of trend developed.

    Steve

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