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