http://ift.tt/1sHX1gh
As we move towards the end of 2014, many are wondering how the stock market will end the year and which sectors have the best potential to outperform the market in the last two months. Many active fund and hedge fund managers are badly lagging their benchmarks this year and are actively seeking investments that will help them catch up by yearend. This year there has been a large disparity between the sectors that have done well—like healthcare and the utilities—with those that are lagging behind the S&P 500. The relative performance analysis of the various sector ETFs has done a good job of identifying the best performing sectors. For those looking to outperform the market as we head into yearend, the tendency is to look at those sectors that have been lagging all year. I am always looking for new ways to identify seasonal trends and to find market leaders. I have been recently looking at the Seasonality chart option in stockcharts.com. I will focus on two types of seasonal studies in this article, the first is to look at what percentage of the time an individual ETF has outperformed the S&P during a particular month. Looking back over the past 15 years, there were only two of the Sector Select ETFs that stood out for their stronger relative performance in November and December.
from Forbes Real Time http://onforb.es/1H2h9yE
As we move towards the end of 2014, many are wondering how the stock market will end the year and which sectors have the best potential to outperform the market in the last two months. Many active fund and hedge fund managers are badly lagging their benchmarks this year and are actively seeking investments that will help them catch up by yearend. This year there has been a large disparity between the sectors that have done well—like healthcare and the utilities—with those that are lagging behind the S&P 500. The relative performance analysis of the various sector ETFs has done a good job of identifying the best performing sectors. For those looking to outperform the market as we head into yearend, the tendency is to look at those sectors that have been lagging all year. I am always looking for new ways to identify seasonal trends and to find market leaders. I have been recently looking at the Seasonality chart option in stockcharts.com. I will focus on two types of seasonal studies in this article, the first is to look at what percentage of the time an individual ETF has outperformed the S&P during a particular month. Looking back over the past 15 years, there were only two of the Sector Select ETFs that stood out for their stronger relative performance in November and December.
from Forbes Real Time http://onforb.es/1H2h9yE
