Yes ico, I found looking back at the portfolios to be fascinating. Don't do it enough. The May portfolio was actually green at that time but it didn't last long.
I agree that the financials are the place to be. I think, barring a very possible disaster, that they have some time left. But, not at the March pace, for sure.
I agree, the sectors will be different next year. It seems every bull market features different sectors. I do think the financials, IF things go well, will be an above average participant. No bets though at this time.
I really think the odds favor another test of the lows, or lower lows. Hope not.
RICK: Yes, after extensive research, and with many different women sitting on my lap, and after giving those women thousands of dollars, I KNEW that RICK was a winner.
(Psst..I never made or lost any significant money on RICK, and have never received a lap dance. Don't even find the thought appealing. That said, I have been in RICK type places and find them depressing. No strong objections to them, but why ----?)