The Equity Sectors Retail Investors Have Favored In The Bull Market Are…
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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.

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Posted on Thursday, August 6, 2015 @ 1:17 PM

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.