US Sector Update: Wednesday, August 11, 2010

From our most recent update, we find that industrials have improved drastically over the past few weeks giving the sector our highest ranking.  Financials have moved up a spot since our last update, and Consumer Discretion continues to lag, as it has over the past few weeks.  At the same time, Utilities and Telecom have continued their hot streaks as strong sectors.  And for the third straight week, mid-caps continue to show growing strength over large-cap names.  In fact, no mid-cap sector is currently under-performing the S&P 500.

For a more detailed analysis and our recommended portfolio sector weightings, click here.


Don Hays & Nicholas Warf