B*********e
发帖数: 909 | 1 my butt feeling:
next wave will be transportation / industries / basic materials... |
B**********r
发帖数: 7517 | |
B*********e
发帖数: 909 | 3 Energy / Utilities will rock after XLI/XLB/IYT.
Just my 2 cents.
【在 B**********r 的大作中提到】
: Energy too.
|
f******d
发帖数: 6361 | |
B*********e
发帖数: 909 | 5 zkss?
thx!
【在 f******d 的大作中提到】
: 子曰：板块轮动，相对强弱定牛熊
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d****7
发帖数: 2241 | 6 What are the leading PICKs of these sectors? Thanks for sharing.
【在 B*********e 的大作中提到】
: my butt feeling:
: next wave will be transportation / industries / basic materials...
|
B*********e
发帖数: 909 | 7 go to finance.yahoo.com and find the composition of each representative ETF.
For example, here is a list of XLK:
AP
BAC
BK
C
GS
JPM
MET
MS
USB
WFC
BTW, the list above was complied a couple years ago and changes might occur.
【在 d****7 的大作中提到】
: What are the leading PICKs of these sectors? Thanks for sharing.
|
f******d
发帖数: 6361 | 8 一个比较流行的sector rotation model是：把spy麾下9大sector划为offensive和
defensive两大类，defensive includes： xlp，xlu，xlv；xle不归类，余下归为
offensive。
牛市：offensive领先
熊市：defensive领先
通过offensive与defensive的相对强弱比较判断牛熊。
【在 B*********e 的大作中提到】
: zkss?
: thx!
|
f******d
发帖数: 6361 | 9 these are top holders only, not necessarily leaders
ETF.
【在 B*********e 的大作中提到】
: go to finance.yahoo.com and find the composition of each representative ETF.
: For example, here is a list of XLK:
: AP
: BAC
: BK
: C
: GS
: JPM
: MET
: MS
|
B*********e
发帖数: 909 | 10 thx for zkss!
you are right. they are leading holding positions, not necessarily leaders.
【在 f******d 的大作中提到】
: these are top holders only, not necessarily leaders
:
: ETF.
|
B*********e
发帖数: 909 | 11 thx!
i like the model below. it includes both stock market bull/bear and economy
bull/bear.
【在 f******d 的大作中提到】
: 一个比较流行的sector rotation model是：把spy麾下9大sector划为offensive和
: defensive两大类，defensive includes： xlp，xlu，xlv；xle不归类，余下归为
: offensive。
: 牛市：offensive领先
: 熊市：defensive领先
: 通过offensive与defensive的相对强弱比较判断牛熊。
|
f******d
发帖数: 6361 | 12 这个是理想模型，实际应该差不少，just like "this time is different"
economy
【在 B*********e 的大作中提到】
: thx!
: i like the model below. it includes both stock market bull/bear and economy
: bull/bear.
|
