So far home builders, energy, biotech are on top with industrial and materials just now overtaking biotech. meanwhile staples, utility's, healthcare other then biotech and communications all lag the S&P
It looks far different from the market bottom then year to date. Year to date tech, healthcare, communications and discretionary lead.
XLU, XLP because defensive
XLV, XBI because biden
XLRE, ITB because the fed cut, and may cut again
XLB because china out of order
XLK because lots of cash and growth
SOXX because speculative
XLI, XLY because china parts and AAPL
ITA because boeing
XLE just because
