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Strategies

Sector Rotation

The three strongest sectors of the last six months.

Growth a year, after the fee
-0.5%
Index over the same window
+13.7%
Deepest fall from a peak
36.6%
Fills
252
Paid in commission
$6,961.66
Ended at, from $10,000.00
$9,508.82
Sector Rotation S&P 500 fund, held

03 January 2017 to 14 August 2026. Prices: Yahoo Finance daily closes.

The rule

Eleven sector funds cover the whole US market between them. Once a month the three with the highest six-month return take the account in equal parts. A month where every sector is down over the window leaves the account in cash.

Last fills of the run

DayTickerSidePriceWhy
2026-08-03 XLE sell $58.79 leading sectors: XLK, XLE, XLI
2026-07-01 XLI buy $183.36 leading sectors: XLK, XLE, XLI
2026-07-01 XLE buy $52.81 leading sectors: XLK, XLE, XLI
2026-07-01 XLB sell $51.02 leading sectors: XLK, XLE, XLI
2026-06-01 XLK buy $195.76 leading sectors: XLK, XLE, XLB
2026-06-01 XLI sell $172.40 leading sectors: XLK, XLE, XLB
2026-04-01 XLB buy $50.46 leading sectors: XLE, XLB, XLI
2026-04-01 XLV sell $147.73 leading sectors: XLE, XLB, XLI
2026-04-01 XLE sell $58.97 leading sectors: XLE, XLB, XLI
2026-03-02 XLI buy $178.90 leading sectors: XLE, XLI, XLV
2026-03-02 XLB sell $53.25 leading sectors: XLE, XLI, XLV
2026-03-02 XLE sell $57.04 leading sectors: XLE, XLI, XLV