Sectors
Technology and Financial Sectors, Together Now Make Up 35% of U.S.Stock Market
BROAD SECTOR PERCENTAGE BREAKDOWN BY 3000 STOCK UNIVERSE
Scanning The Markets
For 1998, Internet beat all other sectors, posting a 121% return. Tech...Big Ten (+75%) next best sector in 1998.
Scanning the Markets
Technology sectors leading this advancing market with double-digit returns in November.
Scanning the Markets
Technology-related sectors took lead in October rally. Small caps lagged for the month, but came on strong in last two weeks.
Scanning the Markets
Phones, Drugs, Biotech, and Utilities among leading equity sectors in Q3.
Scanning the Markets
S&P 500 and DJIA down 15% in August, but outperformed 75% of 84 sectors.
Scanning the Markets
In all, only 10 sectors posted gains during July...including a strong 3.0% gain in Cable.
Scanning the Markets
Excellent stock picking combined with good sector performance to drive the live Paid to Play Equity Portfolio to a strong 11.8% gain in June. Only four sectors outperformed our live portfolio.
Scanning the Markets
Interest rate jitters certainly had its impact felt among the sectors, with some of the interest sensitive groups getting hit hard.
Scanning the Markets
March performance was outstanding, with seven of the eight active sectors beating the S&P 500 return.
Welcome to 1998
The new year has started with a disappointing thud rather than the liquidity induced bang expected by the consensus.
Scanning the Markets
Performance rundowns for The Leuthold Group’s equity market sectors ranked by November performance.
Scanning the Markets
Only nine of the 75 sectors tracked moved higher in October. Small caps shifted back to underperformers by going down more than the Big Cap Indices. Technology was devastated.
Scanning the Markets
Contrary to August, when the S&P 500 was beaten by 93% of the sectors tracked, September saw more normal action.
Scanning the Markets
Big caps lost favor in August, as the S&P 500 beat only five of the 72 sectors, while the DJIA only managed to outperform two sectors.
Scanning the Markets
On a YTD basis, the DJIA and S&P 500 indices have now beaten more than 75% of the sectors we track. Big caps have so far clearly dominated over most of 1997.
Scanning the Markets
In June, the DJIA and S&P 500 again exerted their dominance, as each outperformed about 70% of the sectors we track. On a YTD basis, these two market indices have now beaten about 80% of the sectors.
Scanning the Markets
There was a significant role reversal in May, as small caps significantly outperformed large caps. As a result, about 65% of the sectors we track outperformed the DJIA and S&P 500.
Scanning the Markets
Breadth improved in March, with 41% of the sectors outperforming both the S&P 500 and the DJIA. During the first two months of 1997, only 18 of 71 sectors were able to outperform these measures.
DJIA Economic Sector Weightings…A Different Perspective
The four March changes in DJIA components shifted sector weightings for the index, most significantly in Energy, Financial, Healthcare and Technology.