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While stock picking may be back in style and momentum investing is running out of momentum, we are still keeping track of the relative performance of the 11 S&P 500 sectors to one another and to the overall index (chart).
Our four favorite sector picks for this year are Energy, Financials, Industrials, and Materials. These are our overweight recommendations. We would market-weight Information Technology and Health Care. We would underweight the remaining sectors.
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