Todd Campbell's avatar
$4m follower assets
I mentioned earlier the value of identifying industry and sector strength in improving win rates. I shared our large cap industry ranking, but some of you might be more interested in the sector ranking!

Here's the current sector ranking from this weekend's Large Cap, Mid Cap, and Small Cap Best & Worst reports. It will be VERY interesting to see how this ranking shifts in the coming weeks!
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Ayesha Tariq, CFA's avatar
This is so very interesting and informative!
Todd Campbell's avatar
@ebcapitalNovember 1
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Thank you! I've been producing these rankings since the early 2000s. I find it really helpful to see how these rankings shift over time (ie. baskets moving up or down). In addition to helping find the 'right pond to fish', it's useful for ETF strategies and informing sector weights (relative to benchmarks).
Ayesha Tariq, CFA's avatar
Absolutely. This breakdown is amazing because it also removes some of the bias from large caps skewing the performance.

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