In terms of growth-oriented sectors, we have large-cap growth (VUG), semiconductors (SMH), the technology select sector (XLK), and growth (QQQ). These sectors typically perform well during the early to mid-cycle stages. Additionally, information technology (VGT) falls within this category, indicating its strength during this period.
Shifting to cyclical sectors, we have a diverse range of industries. Communication services (XLC) operates effectively during the mid-cycle stage, while the Nasdaq Index (ONEQ) represents a broad spectrum of companies listed on the Nasdaq exchange. Homebuilders (XHB) are also part of the cyclical sector, indicating their sensitivity to economic fluctuations.
Other sectors include consumer discretionary (XLY), which is typically associated with the early cycle, and software & services (XSW), which falls within the cyclical category. These sectors, along with discretionary (VCR), highlight the importance of consumer spending and market demand.
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