January 12, 2021, 10:02 am EST
Sector and Industry Rotation
Technology giants, AMZN, FB, AAPL, TWTR kept falling and breaking down after actions into the political arena to help Biden become the next US president by pressing Trump’s supporters and company like Parler. Perhaps, people realized the threat from these companies to take away their freedom to speak and know the truth.
On the other hand, we can see money flow to other sectors and industries. For example, our positions in outdoor and RV makers are performing well in our portfolio: CWH +12%, WGO +5%, VSTO +2%. Details on those stocks are shown below
- 12/15 Stock Picks: Go Camping and Outdoor: CWH
- 12/15 Stock Picks: New Lifestyle for Post-Pandemic Era: WGO
- 12/18 Stock Analysis: Winnebago, the Way To Go: WGO
- 01/06 Stock Picks: Outdoor Gears – Vista Outdoor (VSTO)
Changes of lifestyle could be opportunities for stock performance. Past winners may still dominate the markets for a while. But avoiding chasing them at top will keep you safe to ride downhill. Keep looking for new leaders and rising stars could make you profits.
