Semiconductors

Semiconductors being added to both portfolios in early December. Reasons for big jump in Semiconductors ranking are explained which should help readers better understand disciplines and factors in SS Scoring System.

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While we have not given up here yet, our tactical purchase of this group could be a very short term play.

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Basically, things are still pretty healthy for the chip makers. This industry has not fallen apart, it’s just not growing at the unsustainably high rate of the past several years.

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The game is still technology, although picking the winners and avoiding the losers is not so easy anymore. Comparing 26 Technology indices to track the sector.

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