Sector Snapshot : Have you Allocated more Energy and Healthcare?
This year you probably did not beat the market with an S&P 500 weighing as the market shifted to equal weight.
As of yesterday your portfolio would have done better by adding Energy and healthcare to account for IRAN War and dampen the Volatility coming from the Tech Sector. Over the past month the Healthcare Sector gained 6%, 3% YTD and Energy gained 9.5% for month and 32.4% YTD.
Here is a Sector tracker provide by State Street Investment Management.
Here are sectors for one month.