Hi Toofuzzy, Actually, even if you could get the sectors figured out in an overall, gross way, you would still need AIM to remove the emotional response to events like Fukishima, Tropical Storm Sandy, ISIS or any other unpredictable event that might trigger our adrenalin! It's amazing what adrenalin does to the way we see ourselves in mirrors.
As Malabre points out, paying attention to cycles, and the indicators that follow the cycles, can be an odds improver. For example, if we seem to be headed into or in a correction it would wise to delay buys so as to not exhaust our cash reserves. This type of tweak, if not done hastily, can improve our returns.
Best,
Allen