Home Logon FTA Investment Managers Blog Subscribe About Us Contact Us

Search by Ticker, Keyword or CUSIP       
 
 
 
Blog Home
Bob Carey
Chief Market Strategist
Bio
X •  LinkedIn
 

  The Equity Sectors Retail Investors Have Favored In The Bull Market Are…
Posted Under: Sectors
Supporting Image for Blog Post

 

View from the Observation Deck  

  1. From 2009-2014, retail investors funneled far more money into mutual funds investing in Natural Resources, including energy stocks, Real Estate and Health Care than in any of the other major sector categories tracked by the ICI. 
  2. Natural Resources, Real Estate and Consumer were the only three categories to register positive net inflows in each of the six calendar years.
  3. Precious Metals posted the strongest start (2009-2010), but then fell out of favor after the price of gold bullion peaked at $1,888.70 per ounce (closing price) on 8/22/11. It closed 12/31/14 at $1,184.10 per ounce, according to Bloomberg.
  4. A recent survey of investors by Bankrate.com found that 27% of respondents said real estate would be the best investment for money they would not need for at least 10 years, according to its own release.

This chart is for illustrative purposes only and not indicative of any actual investment.

To Download a PDF of this post, please click here.

Posted on Thursday, August 6, 2015 @ 1:17 PM • Post Link Print this post Printer Friendly

These posts were prepared by First Trust Advisors L.P., and reflect the current opinion of the authors. They are based upon sources and data believed to be accurate and reliable. Opinions and forward looking statements expressed are subject to change without notice. This information does not constitute a solicitation or an offer to buy or sell any security.
Search Posts
MARKET ANALYSIS
Market Commentary and Analysis
•Market Commentary Video
•Monthly Talking Points
•Quarterly Newsletter
•Market Observations
Subscribe To Receive Email
 


 PREVIOUS POSTS
• Snapshot of U.S. Equity Styles/Market Caps
• Health Care Has Momentum And The Earnings Projections To Back It Up
• Profits Not Prophets
• Rising Interest Rates And Stock Performance
• The Stock Market Doesn’t Go Up In A Straight Line…Nor Do Earnings
• The Biotechnology Sector Is Clearly Outperforming "Big Pharma"
• Perspective on July Earnings
• An Update On The High Yield Corporate Bond Market
• Growth-Oriented Stocks in the S&P 500 Outperforming Dividend-Payers (2012-Present)
• Greece, China, Alcoa and the Global Economy
Archive
Skip Navigation Links.
Expand 20242024
Expand 20232023
Expand 20222022
Expand 20212021
Expand 20202020
Expand 20192019
Expand 20182018
Expand 20172017
Expand 20162016
Expand 20152015
Expand 20142014
Expand 20132013
Expand 20122012
Expand 20112011

Search by Topic
Skip Navigation Links.

 
The information presented is not intended to constitute an investment recommendation for, or advice to, any specific person. By providing this information, First Trust is not undertaking to give advice in any fiduciary capacity within the meaning of ERISA, the Internal Revenue Code or any other regulatory framework. Financial professionals are responsible for evaluating investment risks independently and for exercising independent judgment in determining whether investments are appropriate for their clients.
Follow First Trust:  
First Trust Portfolios L.P.  Member SIPC and FINRA. (Form CRS)   •  First Trust Advisors L.P. (Form CRS)
Home |  Important Legal Information |  Privacy Policy |  California Privacy Policy |  Business Continuity Plan |  FINRA BrokerCheck
Copyright © 2024 All rights reserved.