Why we are overweight in finance and tech sectors

The Island Light Sector Rotation portfolio was updated for December as part of our regular monthly rebalancing.

The portfolio employs an advanced algorithm for capturing market momentum in an optimized portfolio of US sectors, rebalanced monthly.

Bullish on tech

For this month, we retained our exposure to the US financials and technology sectors, increased allocations to materials and reduced or eliminated exposure to consumer staples.

We have no investment in consumer discretionary, healthcare, industrials, materials and utilities sectors. 

Relative to the S&P 500 sector weights, we are overweight to financials and technology.


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