![](https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjvBTPC3EafZ_2WNtNjK2c72fJNv-CWvn8rvZaVnSzBt8dBcD4COPLAtHOf6JOsX868FJpvAbR6DnGbMlEU_ucfpbn9SQ3wKC_Xx6k2KLV5XpQt6ap4lYkz94ggL6DmgGfVhX3DZLgMmWk/s400/sector+breakdown+06-01.jpg)
Sector Breakdown YTD (as of 6/1)
Thursday, June 04, 2009 |
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Our ideas for longs in energy and techology have us partipating in 2 of the best performing sectors year-to-date while staying clear of financials, a relative underperformer with negative returns. We clearly missed the long material play, failing to take advantage of the best performing sector.
![](https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjvBTPC3EafZ_2WNtNjK2c72fJNv-CWvn8rvZaVnSzBt8dBcD4COPLAtHOf6JOsX868FJpvAbR6DnGbMlEU_ucfpbn9SQ3wKC_Xx6k2KLV5XpQt6ap4lYkz94ggL6DmgGfVhX3DZLgMmWk/s400/sector+breakdown+06-01.jpg)
Categories: Market Analysis |
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