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May 1, 2009

Sector Rotation Change

As we've noted the past few months, our current Sector Rotation recommendation has been holding roughly half of its assets in cash. That worked wonderfully when the market was falling like a rock, but has kept it from participating much in the rally the past several weeks. Altogether, it worked out quite well for SR investors, as the fund lost only 10.5% since it was recommended last October. That's less than half the -22.9% loss of the Wilshire 5000 during that time (and this from a strategy that is typically much more aggressive than the market).

Despite our gratitude for this recommended fund protecting our capital during the worst of the market decline, the fund has now fallen out of the top quartile, so it's time to move to a replacement.

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