there are sectors and then there are sectors
Great link, Trev -- thanks.
I suspect that -- here, anyway -- "the other half" is a tiny minority.
For the record, these are the value sectors -- based on negative fund flows in 2009, 2010, and/or 2011 -- that I would love to trade in 2012 using the robot if only I could:
- Austria (EWO)
- autos (VROM)
- Belgium (EWK)
- Eastern Europe (GUR)
- energy services (XES)
- frontier markets (FRN)
- semiconductors (XSD)
- transports (IYT)
- brokerage (IAI)
- Europe (VGK)
- Israel (EIS)
- natural gas (FCG)
- Taiwan (EWT)
- defense & aerospace (PPA)
- Japan (DXJ, DFJ)
- medical equipment (IHI)
- Nordic (GXF)
As things stand, I'll trade the robot separately and settle for a buy and hold on my favored sectors. Someday they will overlap with the Notorious Nine, and in the meantime I can comfort myself with the knowledge that both strategies offer Value in Time....
Cheers,
Neil