In November, sector’s performed very close to their
historical trend over the last 25, 20, 15 and 10 year trailing periods. Much like the past, financials, real estate,
energy stocks, natural resources and utilities finished as bottom half
performers when compared to the other sectors.
The S&P 500 TR finished right around the middle of the pack, much
like it has done throughout the last twenty-five years during the month of
November. Consumer discretionary stocks,
industrials, technology and telecom stocks once again all finished in the top
half of performance.
Based on my sector research for the month of November, I
weighted my AFL Cyclical Sector Folio evenly across the following sector ETFs:
SPDR S&P Telecom (XTL)
Consumer Discretionary Select SPDR ETF (XLY)
Industrial Select Sector SPDR ETF (XLI)
Technology Select Sector SPDR (XLK)
The AFL Cyclical Sector Folio finished up 2.4% in
November versus the S&P 500 TR which finished November with a gain of
.58%. For those of you that wonder why I
publish my holdings and their performance after the month has concluded; it is
because the AFL Newsletter subscribers receive this information before the
month begins and have the ability to invest in the AFL Folio’s in self-directed
accounts at Folio Investing.
25 Year
|
20 Year
|
15 Year
|
10 Year
|
2012
|
|
1
|
Technology
|
Technology
|
Technology
|
Industrials
|
Consum Staples
|
2
|
Telecom
|
Telecom
|
Telecom
|
Energy
|
Industrials
|
3
|
Consum Disc
|
Industrials
|
Consum Disc
|
Nat Resources
|
Technology
|
4
|
Consum Staples
|
Consum Disc
|
Industrials
|
Telecom
|
Consum Disc
|
5
|
Health Care
|
Health Care
|
S&P 500 TR
|
Consum Disc
|
Health Care
|
6
|
Industrials
|
S&P 500 TR
|
Consum Staples
|
Technology
|
Telecom
|
7
|
S&P 500 TR
|
Consum Staples
|
Health Care
|
S&P
500 TR
|
S&P 500 TR
|
8
|
Utilities
|
Utilities
|
Utilities
|
Utilities
|
Financials
|
9
|
Real
Estate
|
Financials
|
Real
Estate
|
Consum
Staples
|
Real Estate
|
10
|
Financials
|
Real Estate
|
Financials
|
Health
Care
|
Energy
|
11
|
Nat Resources
|
Nat Resources
|
Nat Resources
|
Real
Estate
|
Nat Resources
|
12
|
Energy
|
Energy
|
Energy
|
Financials
|
Utilities
|
Jon R. Orcutt is the founder of Allocation For Life, Author of The Allocation For Life Investment Newsletter, Author of "Master The Markets With Mutual Funds: A Common Sense Guide To Investing Success" and manager/creator of the AFL Models available to Allocation For Life subscribers at Folio Investing.
