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Ph 1 & 2 - Categories
Ph 3 & 4 - Categories
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ID_growth_of_sectors
Sectors -- Buy the Green to Beat the S&P:

Sector > Category:

  Industry:Invest: 

 

Top - 3mo 

ComputerHardware

 

8
Diversified Computer SystemsCompDivers810
Personal Computer SystemsComputerPC811
Data Storage DevicesDataStorag813
Networking & Comm. DevicesNetworking814
Computer PeripheralsPeripheral815
Computer Based Systems

Systems

812

ComputerSoftware

 8
Healthcare Information ServicesHlthInfo825
Application SoftwareApSoftware821
Information & Delivery Services

InfoServ

827
Information Technology ServicesInfoTech824
Security Software & ServicesSecurSoft823
Business Software & ServicesBusinesSft826
Multimedia & Graphics SoftwareMultiMedia820
Technical & System SoftwareSystSoft822
Electronics

 ETFs

8
Scientific & Technical InstrumentsSciInstru837
Diversified ElectronicsElecDivers836
Printed Circuit BoardsCircuitBrd835
Semiconductor - Integrated CircuitsIntCirc833
Semiconductor - Memory ChipsMemoryChip831
Semiconductor - SpecializedSemiSpec832
Semiconductor - Broad Line

SemiBrdLin

830

Energy

 ETFs

1
Oil & Gas Equipment & Services OilGasEqp124
Oil & Gas Refining & MarketingOilGasRef122
Oil & Gas Pipelines 

Pipelines

125
Major Integrated Oil & Gas MjrOilGas120
Independent Oil & Gas 

IndOilGas

121
Internet8
Internet Information ProvidersInetInfo851
Internet Service ProvidersISProvider850
Internet Software & Services

InetSoft

852

Metals & Mining

 ETFs

1
CopperCopper131
GoldGoldIndust34
Industrial Metals & Minerals

InduMetal

133
Nonmetallic Mineral Mining

NonMetMine

136
Silver

Silver

135
Telecom

 ETFs

8
Communication EquipmentComEquip841
Diversified Comm. Svcs.DiversComm846
Long Distance CarriersLongDistan843
Processing Systems & ProductsProcesSyst842
Telecom Services - Domestic TelecomDom844
Wireless Communications

WirelessCo

840

Sectors  -- Buy the Green to Beat the S&P:

Sector > Category:  Industry:Invest: 
Top - 3mo 

AeroSpace&Defense

 6
Major DiversifiedAeroDivers610

Products & Services

AeroServic

611

Banks & S&Ls

 4
Money Center BanksMonCentBnk410
Savings & LoansSavingLoan419
Regional - Pacific BanksPacificBnk416
Regional - Northeast BanksNthEastBnk411
Regional - Southwest BanksSthWestBnk415
Regional - Midwest BanksMidWestBnk414
Regional - Mid-Atlantic Banks

MidAtlaBnk

412

Regional - Southeast Banks

SthEastBnk

415
Foreign Regional BanksForRegBnk418
Foreign Money Center BanksForCentBnk417

Financial Svcs

 ETFs

4
Asset ManagementAssetMan422
Closed-End Fund - DebtCLFundDebt425
Closed-End Fund - EquityCLFundEqui426
Credit ServicesCreditServ424
Diversified InvestmentsInvDivers423
Investment Brokerage - Nation

InvBrokNat

420

Investment Brokerage - Region

InvBrokReg

421

Health Svcs

ETFs

5
Health Care PlansHealthPlan522
Home Health CareHomeHealth526
Medical Appl. & Equip.MedAppli521
Medical Instr. & SuppliesMedInstu520
Medical Labs & ResearchMedLabs525

Specialized Health Services

SpecHlthSr

528
Long-Term Care FacilitiesLngTrmCare523
Medical PractionersMedicalPra527
HospitalsHospitals524

Insurance

4
Life InsuranceLifeInsure430
Accident & Health InsuranceAccInsure431
Insurance BrokerInsurBrok434
Property & Casualty InsurancePropInsure432

Surety & Title Insurance

TitleInsur

433

Real Estate 

ETFs

4

REIT - Residential

REITResid445
Real Estate DevelopmentREstateDev449
REIT - DiversifiedREITDivers440

REIT- Healthcare Facilities

REITHlthCa

442

Mortgage Investment

MtgInv447
REIT - RetailREITRetail446
REIT - Hotel/MotelREITHotel443
REIT - IndustrialREITIndust444
REIT - OfficeREITOffice441

Property Management

PropManage

448

Identify the general time table -- as follows:
 
Decide if the economy is recovering (expanding) or receding (contracting)
Measure the duration of a current expansion or contraction
Compare the current vs. the average (per the NBER) 
Fix the date of a contraction -- after an expansion starts
Monitor the reports of respected economists
Use judgment to find the start & end date of a peak and trough
Track the industries that outdo the S&P   (See the table above)
See the general trend of our cyclic indicators
Find the growth in industrial output, inflation, & interest rates.