A little learning

Listening to Cramer and he said finding stocks are 50% sector based. Pick a good stock in a good sector and you'll do well. Pick a good stock in a bad sector and it will under perform.

Now taking that data and combining it with what I read from John Murphy about sector rotation, I need to consider the sectors I'm currently in.

1. Oil - ECA, GSF, SBS -- 46%
2. Tech - MOT -- 16%
3. Healthcare - UNH -- 11%
4. Retail - CHS -- 16%
5. Construction - TEX -- 11%

I'm overweighted in Oil and light everywhere else.

Now what do I know. Housing has done extremely well but long term rates are inching up. Oil is still up and it sounds like we are in a energy crisis. The dollar is weaker, so commodities are rising. Murphy and Cramer both showed SOX is rising. Murphy says gold is rising.