Defensive Leadership (4/12)

Just as a healthy, “risk-on” market sees money flowing to small cap stocks, money also flows from safe-havens to less proven companies that have greater upside potential. A quick glance at the leader and loser board each week tells us where money is flowing.
Over the last several weeks, utilities, the ultimate safe-have group that pays a decent dividend, has been out-performing the S&P, while tech, a true leader during good times, has been under-performing.

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