SP 500 and its sector funds
So you do not want to buy the broad market because you do not want to own financials or consumer stocks. I wanted to find out how cheap the energy sector was. Whatever your reason or rational, not owning some sectors some of the time is a good thing.
Energy and Basic materials have given back the past two years' gains.
China and India did not get any less populated, and their economies slowed to a break-neck pace, but are far from stopping or shrinking. At this point, XLE, XLB look cheap and safe. XLU, XLI and XLK are the next most attractive. XLP and XLV are expensive (everyone is already hiding there) and should be sold and moved into the other sectors. XLF is going nowhere anytime soon and I think the US consumer is going to go through some fundamental changes and XLP, even down 40 percent does nothing for me.
I am going to look at some agriculture ETF's and companies and see how far they have come down. If they have sold off enough, they might be worth buying along with XLE and XLB.
Energy and Basic materials have given back the past two years' gains.
China and India did not get any less populated, and their economies slowed to a break-neck pace, but are far from stopping or shrinking. At this point, XLE, XLB look cheap and safe. XLU, XLI and XLK are the next most attractive. XLP and XLV are expensive (everyone is already hiding there) and should be sold and moved into the other sectors. XLF is going nowhere anytime soon and I think the US consumer is going to go through some fundamental changes and XLP, even down 40 percent does nothing for me.I am going to look at some agriculture ETF's and companies and see how far they have come down. If they have sold off enough, they might be worth buying along with XLE and XLB.
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