Select Industries Equity portfolio is taking a nearly 10% position in Tech...Big Ten (the ten biggest tech stocks). This is the only group from the Tech sector now rated Attractive according to the GS Scores.
Doug Ramsey presents the rationale for our move into the Tech…Big Ten stock group.
Composite Leuthold technology sector not exhibiting characteristics of market leadership. But, new Leuthold Big 10 Technology Sector (largest 10 tech names) tells quite a different story.