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!
This is so very interesting and informative!
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).