The Rules Rule! (Rules-Based Sector-Rotation Strategies That Beat the Market)
Sam Stovall, CFRA Research, Chief Investment Strategist
Emotions are an investor's worst enemy, causing them to buy at the top, sell at the bottom, and play "whack a mole" in between. However, history shows that by embracing a rules-based investment approach, one would have extracted their emotions from the investment process, improved performance, and reduced volatility. In this MoneyMastersSMcourse, Sam Stovall, chief investment strategist of CFRA, will discuss market-beating sector-rotation strategies that leverage seasonality, momentum, and correlation.
3 Chapters • 1:42:27 Duration
Part 1 – The Data Behind Truisms
“Sell in May and go away” is more than just old Wall Street axiom that reminds investors of summertime softness. It also shows that rotating among sectors, rather than retreating from stocks entirely, would have beaten the market by more than 500 basis points per year. Learn the truth about common investing sayings, complemented by Sam’s sharp insights and detailed tables and charts drawing on decades of stock market data.
Part 2 – Leveraging a Rule-Based Sector Investment Strategy
Discover whether you should “let your winners ride” by investing in last year's top-performing S&P 500 sub-industries or “buy low and sell high” by constructing a portfolio of last year's worst-performing groups. Hear Sam discuss this and other rules-based investment approaches that could help you make money or avoid devastating losses.
Part 3 – Sector Rotation for Optimum Profits
Finally, Sam will show you that pairing tech—the best-performing sector over the past 20 years—with a less-volatile group not only would have substantially reduced volatility, but also would have increased returns.
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As chief investment strategist, Sam Stovall serves as analyst, publisher, and communicator of CFRA's outlooks for the economy, market, and sectors. He focuses on market history and valuations, as well as industry momentum strategies. Mr. Stovall is the author of The Seven Rules of Wall Street and writes weekly Sector Watch and Investment Policy Committee meeting notes on CFRA's MarketScope Advisor platform. His work is also found in CFRA's flagship weekly newsletter The Outlook.
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