Tuesday, December 13, 2011

2012 Sector Plan

The end of the year often provides the catalyst for investors to  adjust their portfolio via tax loss harvesting and general rebalancing. While performing these activities, one key consideration that drives  the performance of an equity portfolio of  is sector allocation.   A great  illustration of this point can be found at S&P's spdr website which states "Sector returns can vary widely – over the last 10+ years the average difference between the best performing and worst performing sectors has been more than 40% per year."

Clearly this gives a good indication of  how important it is for an investor to consider sector allocation. 
In that regard, CCI spent some time thinking about sector allocation for 2012 and documented those thought in the following more general opinion article
http://seekingalpha.com/article/313449-sector-weightings-what-is-the-right-benchmark-for-you

No comments:

Post a Comment