No. of Recommendations: 9
Heading into December, at the top of the momentum rankings I follow are:
1. US Large Cap
2. US Large Cap Growth
3. US Small Cap
4. US Small Cap Growth
And it's not close globally except US Real Estate holds on to #6 although it's on a multi-week PPO sell.
EAFE and Emerging Markets are on 6-month moving average sell signals since 11/8.
The top 3 Sectors by momentum in the US market: Financials, Consumer Discretionary, Utilities. Strong rotation into the top 2 away from Utilities in the last month.
Symbol RSf Rtn-1mo Rtn-3mo Rtn-6mo Rtn-1yr
XLF 93.66 7.59 14.23 22.84 46.19
XLY 92.12 8.95 17.24 24.77 30.82
XLU 90.2 -0.17 8.03 15.61 34.55
Trend Followers, Unite! You have nothing to lose but your ...FC