Apple (AAPL) + Facebook (FB) + Alphabet (GOOGL) = Death of Sector Investing

Apple (AAPL) + Facebook (FB) + Alphabet (GOOGL) = Death of Sector Investing

Apple, Facebook and Alphabet are making sector investing obsolete
A Special Report from Tematica Insightson the State of Sector Investing

It seems that at least once or twice per week we are asked, in some form or another, one of the following questions:

  • What sectors do you rate as a buy right now?
  • Do you like Financials? What about Technology?
  • What is going to be the next big sector?
  • What sectors do you think are best in bull markets? And which ones are best for sheltering gains in bear markets?

Our short answer to any sector questions is simple: we like NONE of them.

But, at the same time, we also can say we like ALL sectors.

Or more specifically, we like certain aspects of every sector, while we also dislike aspects of all sectors.

Confused? Guess it’s not so simple of an answer.

In this special report from the team at Tematica Research we explain why thinking of investments from a sector perspective is out-dated at best, and fatally flawed at worst. It’s over simplifying to identify any one or two sectors as having the most potential. In any sector, there will be some companies that seize on a new opportunity faster than others as new trends or themes emerge in today’s world.

Click the link below to share this free special report on a smarter approach over sector-based investing:

The Death of Sector Investing

A Special Report from Tematica Research

About the Author

Chris Versace, Chief Investment Officer
I'm the Chief Investment Officer of Tematica Research and editor of Tematica Investing newsletter. All of that capitalizes on my near 20 years in the investment industry, nearly all of it breaking down industries and recommending stocks. In that time, I've been ranked an All Star Analyst by Zacks Investment Research and my efforts in analyzing industries, companies and equities have been recognized by both Institutional Investor and Thomson Reuters’ StarMine Monitor. In my travels, I've covered cyclicals, tech and more, which gives me a different vantage point, one that uses not only an ecosystem or food chain perspective, but one that also examines demographics, economics, psychographics and more when formulating my investment views. The question I most often get is "Are you related to…."

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