3 Sectors To Watch In The Second Half Of 2015 - XLF (Finance), XLU (Utilities), XLV (Health care)

bee

A brief summation on these three sector, XLF (Finance), XLU (Utilities), XLV (Health care), for the rest of the year.

3-sectors-to-watch-in-the-second-half-of-2015

Mark

I think the article makes sense. My bets are on Energy and REIT's. Holding firm on my healthcare positions and may add on dips.

Edited to add: And now I have a new fund for my watch list, MTUM. Interesting and thanks Bee.

scott

Have more than a little in HC.

JohnChisum

Thanks @bee for this info.

bee

JohnChisum said:

Thanks @bee for this info.

Thanks @JohnChisum, here a teleconference by the same author (6.29.15):
fmdcapital.com/teleseminar-four-components-of-a-successful-income-portfolio/

Handout to Audio:
Four-Components-Of-A-Successful-Income-Portfolio.pdf

JohnChisum

Once again thanks @bee for that link to the teleconference. It was well worth the listen. I was able to compare my portfolio to their examples and I feel I am on the right track for the most part. Low duration and active management on the bond side matches my core bond fund. I was also able to glean some tips on strategic allocation going forward.

AndyJ

Thanks from here too, Bee - the audio link is a really good source generally about strategic allocation for income-focused investing, and specifically for ideas for tweaks for H2 2015. -- AJ