Stocks & Commodities V. 42:09 (36–45, 56): Consider Sector-Rotation ETFs? A Second Look After 5 Years by Leslie N. Masonson, MBA

Stocks & Commodities V. 42:09 (36–45, 56): Consider Sector-Rotation ETFs? A Second Look After 5 Years by Leslie N. Masonson, MBA
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Consider Sector-Rotation ETFs? A Second Look After 5 Years by Leslie N. Masonson, MBA

Sector rotation strategies and enthusiasm are alive and well. And six ETFs have joined the existing four in this tiny market niche. But one fact has not changed: There is approximately a 30 percentage-point difference between the annual performance of the best and worst stock sec-tors. Should you consider any of the newcomer ETFs, and are any of the longtime funds a viable portfolio addition? Here’s an updated review.

In the March 2019 issue of this magazine, I reviewed five sector rotation ETFs. My conclusion was that none of them were suited for investors’ consideration because of their inferior performance ...




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