Expecting sector rotation out of tech in the short term

While the indexes are still holding up, we are seeing a fundamental shift in sectors.

Recently, MSFT, AAPL, META, V, MA, and INTU have been dropping.

This shift, while the NASDAQ 100 and S&P 500 is steady, shows that capital is still within the top 100-500 stocks. But capital is shifting between different sectors.

While it can be tempting to buy now, it is better to wait for Fed reserve interest rate announcement along with Feb earnings to make a decision.

So what's important is to hold a good amount in cash to wait for the stocks to settle

Cheers,

Eric

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Eric Seto

Chartered Professional Accountant (CPA)

Chartered Investment Manager (CIM)

Founder of 5MinInvesting.com

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