On the ETF page of your site, you list the sector ETFs you chose and mention:
"Choosing what sectors to own was my next challenge. In making selections, I started with a "Top Down" approach. I first thought about the various parts of the economy that should do well for the next five to ten years. This shortened the list of potential sectors down to a handful. If we feel good about the sectors we're choosing, then the confidence of using AIM to manage those sectors is increased."
Could you say a bit about what went into your thinking process? And why you believe the sectors you chose will do better than others in the next 5 to 10 years?
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