A.I.M. Users Bulletin Board

[OldAIMGuy]

From the FWIW Department....................

The "Info Technology" sector of the S&P 500 is now at its highest level - even higher than in 2000. This histogram gives the sectors by weight if you hover your cursor over the color graphic.
https://en.macromicro.me/collections/34/us-stock-relative/121244/sp-500-gics-sectors-weightings-monthly

I also noted that the Basic Materials sector is now at a very low percentage of the S&P 500. Inventory Control at my Equity Warehouse says we're not so heavily involved in the Tech sector with it coming in at 22%. Our Basic Materials sector is also light, but is somewhat proportional to the Tech sector. We've been net sellers since around May of this year in RSPM, RSPH, XLG, RSPC, RSPT and RSPN. We had been accumulating shares in April in most of these same sectors.

It's nice to have a Plan!

Best wishes,
OAG Tom