Sector investing: The rules rule!

Sector rotation strategies that may fit your investment needs, presented
by Sam Stovall.

Tuesday, May 28, 2019
Noon – 1:00 p.m. ET

Emotions can be an investor’s worst enemy, causing them to buy at the top, sell at the bottom, and play “whack a mole” in between. However, extracting one’s emotions from the investment process has shown to improve performance and reduce volatility. For instance, “Sell in May and Go Away” is an old Wall Street axiom reminding investors that the S&P 500 has produced an average November-through-April price return that beat the average May-October performance by a more than a 5:1 margin. Taking this adage one step further, Sam Stovall, U.S. equity strategist at CFRA and author of The Seven Rules of Wall Street, found that investors would have done even better by rotating, and not retreating. Come hear Sam discuss sector rotation strategies that leverage seasonality, momentum and correlation.


Sam Stovall, CFP®Sam Stovall, CFP® As Chief Investment Strategist, Sam Stovall serves as analyst, publisher, and communicator of CFRA's outlooks for the economy, market, and sectors. He is the Chairman of the CFRA Investment Policy Committee, where he focuses on market history and valuations, as well as industry momentum strategies. Sam 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.

Prior to joining CFRA, Sam was Managing Director and Chief Investment Strategist at S&P Global for more than 27 years, and served as Editor-in-Chief at Argus Research, an independent investment research firm in New York City.

He received an MBA in Finance from New York University and a BA in History/Education from Muhlenberg College, in Allentown, PA. Sam is also a Certified Financial Planner.

Sam's volunteer efforts center on financial literacy. He is a board member of W!SE (Working in Support of Education), an educational non‐profit that aims to improve the lives of young people through programs that develop financial literacy and readiness for college and careers. He is also a Trustee of Muhlenberg College.

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