On this episode of StockCharts TV’s Sector Spotlight, after a quick look at asset class rotation and sector rotation for US stocks, I dive into a comparison of cap-weighted sectors vs. equal-weighted sectors and find a big difference for the Consumer Discretionary sector, which underscores and supports the current strength of the market in general. In addition, seasonality for February suggests a (strong) under-performance for Real-Estate and, to a lesser degree, for Health Care and Utilities.
This video was originally broadcast on January 30, 2024. Click anywhere on the Sector Spotlight logo above to view on our dedicated Sector Spotlight page.
Past episodes of Sector Spotlight can be found here.
#StaySafe, -Julius
Julius de Kempenaer
Senior Technical Analyst, StockCharts.com
Creator, Relative Rotation Graphs
Founder, RRG Research
Host of: Sector Spotlight
Please find my handles for social media channels under the Bio below.
Feedback, comments or questions are welcome at Juliusdk@stockcharts.com. I cannot promise to respond to each and every message, but I will certainly read them and, where reasonably possible, use the feedback and comments or answer questions.
To discuss RRG with me on S.C.A.N., tag me using the handle Julius_RRG.
RRG, Relative Rotation Graphs, JdK RS-Ratio, and JdK RS-Momentum are registered trademarks of RRG Research.
Julius de Kempenaer is the creator of Relative Rotation Graphs™. This unique method to visualize relative strength within a universe of securities was first launched on Bloomberg professional services terminals in January of 2011 and was released on StockCharts.com in July of 2014.
After graduating from the Dutch Royal Military Academy, Julius served in the Dutch Air Force in multiple officer ranks. He retired from the military as a captain in 1990 to enter the financial industry as a portfolio manager for Equity & Law (now part of AXA Investment Managers).
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