Comments and Info
Please remember, that every "Hot Trend" will eventually peak out and
the Decline, perhaps very rapidly. Recent examples are China(FXI),
India(INP) and Natural-Gas(UNG ). Therefore to protect your gains
you must have an exit strategy. The SelectSectors
"Timing page"
offers examples.
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There now exists
ETFs (eg)
ProShares.com that allow you to short almost all
sectors. So if you have open positions that start to
rapidly decline, besides the plain Sell option you
can now hedge and essentially be market
neutral.
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For decades Fidelity offered trading with their sectors
based on hourly pricing. They have now terminated
hourly pricing and imposed onerous trading rules. For this
reason I use the Fidelity Sectors to determine the "Best"
sectors, but then purchase either the
underlying stocks or
corresponding ETFs, Holders, ETN etc.
As an example, Energy Services ( FSESX ) is currently a strong sector and
Power Shares ETF,
Dynamic Oil & Gas ( PXJ ) has comparable
performance.
Utilities ( FSUTX ) has very strong long
term performance and
Vanguard's Utility ETF ( VPU )
has comparable
performance.
( 5/12/07 ) Schippi
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What
is a Master Limited Partnership?
( WIKI ANALYSIS
)
Master Limited Partnerships ( MLP ) have recently posted a strong move
Up. MLP have built in tax consequences and you
have to check if they are appropriate for your
portfolio. The below chart captures their recent
performance. Again, they are not recommendations
and are provided for information only.

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