On this episode of StockCharts TV’s Sector Highlight, I take a look at asset class rotation and look at the continued choice for shares over bonds. After that, I transfer on to sector rotation and the Know-how sector, breaking it down into business teams and plotting them on a Relative Rotation Graph to discover a sturdy rotation for Semiconductors. There’s a couple of fascinating shares value highlighting there.
This video was initially broadcast on January 17, 2024. Click on anyplace on the Sector Highlight brand above to view on our devoted Sector Highlight web page, or click on this hyperlink to observe on YouTube.
Previous episodes of Sector Highlight will be discovered right here.
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Suggestions, feedback or questions are welcome at Juliusdk@stockcharts.com. I can’t promise to answer each message, however I’ll definitely learn them and, the place moderately attainable, use the suggestions and feedback or reply questions.
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RRG, Relative Rotation Graphs, JdK RS-Ratio, and JdK RS-Momentum are registered emblems of RRG Analysis.
Julius de Kempenaer is the creator of Relative Rotation Graphs™. This distinctive technique to visualise relative power inside a universe of securities was first launched on Bloomberg skilled companies terminals in January of 2011 and was launched on StockCharts.com in July of 2014.
After graduating from the Dutch Royal Navy Academy, Julius served within the Dutch Air Power in a number of officer ranks. He retired from the navy as a captain in 1990 to enter the monetary business as a portfolio supervisor for Fairness & Legislation (now a part of AXA Funding Managers).