Brooke Thackray is a research analyst with Horizons Investment Management. His focus is on seasonal investing and technical analysis.
Industrials Select Sector SPDR
The industrial sector tends to perform with the market, but at this time of the year the sector has a track record of outperforming the market on a frequent basis, making it a good addition to a portfolio.
iShares Global Agriculture Index Fund
The agriculture sector tends to perform well from August until the end of December. The sweet spot for this trade is from the October until the end of the year. There is still a lot of room left for this position to appreciate.
BMO S&P/TSX Equal Weight Banks Index ETF
Canadian banks have their year-ends at the end of October. Investors generally try to buy into the sector before the bank year-ends which helps push up the bank stocks for a favourable period that lasts until mid-April. The initial start to this seasonal period may be muted by Moody’s recently announced review of six Canadian banks.
Past picks: May 3, 2012
*Short Advanced Micro Devices
Total return: +71.79 per cent
Intel (INTC NASDAQ)
Total return: -23.26 per cent
Consumers Staples Select Sector SPDR
Total return: +4.44 per cent
Total return average: +17.66 per cent
Top 5 Holdings of Actively Managed – Horizons Seasonal Rotation ETF
|10.2%||HFR Horizon Floating Rate Bond ETF|
|9.8%||IYT iShares Transportation ETF (USA)|
|7.9%||MOO Market Vectors Agriculture ETF (USA)|
|7.0%||XLI Industrials Select Sector SPDR (USA)|
|5.0%||EAF iShares MSCI EAFE Index (USA)|
*U.S. positions are currency hedged.
Watch Mr. Thackray on BNN.