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US stock sector weighting
Old 12-23-2014, 01:27 PM   #1
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US stock sector weighting

I've been looking at my sector weighting in U.S. stocks with personalcapital.
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They recommend that you balance between all us sectors, compared with my weights which are closer to S&P 500 weighting.

I have a mix of mutual funds and individual stocks.

Do you guys look at sector weighting? What's your strategy?



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Old 12-23-2014, 01:35 PM   #2
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I have been buying IVV and IVW. I have a few older positions of QQQ and IWM. I may switch to all IVV as I go.

I think the S&P is the 'market', so I try to stay with that. Let the S&P figure out who stays and goes.

At Fidelity, IVV and IVW are $0 trade cost.
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Old 12-24-2014, 11:29 AM   #3
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I don't bother with sectors. If I did, I'd just stick with Total Stock Market and forget it.
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Old 12-24-2014, 12:22 PM   #4
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Same here. I don't mess with sectors. I let my mutual fund managers place those bets.

I invest according to asset class: US large, US mid-cap, US small, international, international small, REIT funds, and various type of bond funds and cash.
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Old 12-24-2014, 12:53 PM   #5
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Originally Posted by audreyh1 View Post
Same here. I don't mess with sectors. I let my mutual fund managers place those bets.

I invest according to asset class: US large, US mid-cap, US small, international, international small, REIT funds, and various type of bond funds and cash.
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Old 12-26-2014, 11:05 PM   #6
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Presumably you are not invested in sector funds, but are in broadly-based funds, and the tool shows your sector exposure. In this scenario whether you are equally weighted in sectors or approximate the S&P 500 is probably a toss-up.

Since small and large US stocks are not well correlated, I prefer to have a large cap and a small cap fund. Or just go with one US fund and diversify in international.
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Old 12-26-2014, 11:19 PM   #7
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Originally Posted by jetpack View Post
I've been looking at my sector weighting in U.S. stocks with personalcapital.
Attachment 20738

They recommend that you balance between all us sectors, compared with my weights which are closer to S&P 500 weighting.

I have a mix of mutual funds and individual stocks.

Do you guys look at sector weighting? What's your strategy?



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My strategy is to use S&P as a reference point for my US holdings, severely under weighting Energy cuz I own a private oil and gas partnership.

Why does personalcapital recommend not weighting like S&P?


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