Sector Rotation Model - interesting
Just see the image: theories or typical questions about "what will be the leading sector in the next bull market" is clearly misleading.
The following image - that, in itself, is a revelation - is not useful for our trading system (since we use indexes in order to isolate the idiosyncatric risk), but i'ts a very useful tool for investing in single shares or in specific sector (even through ETF..)
Should this mean that we have to buy shares of italian banks? May be...
Any source
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