Overview
These sectors are outperforming the broader market.
Tech is driven by AI, cloud, and semiconductors.
Health care benefits from aging demographics and innovation.
Consumer discretionary thrives on resilient spending.
Earnings growth is strong across these segments.
ETFs focused on these sectors are gaining traction.
Fund managers are overweight in these areas.
Valuations are rising but remain attractive.
Defensive and cyclical traits offer balance.
Sector rotation strategies are in play.
Conclusion
Sector focus can enhance portfolio performance.
Balance growth with stability across key industries.
Use ETFs for diversified exposure.