March 11, 2019: Consumer Staples Sector Review
by MyPlanIQ | Mar 12, 2019 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement
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As a reminder to expert users: advanced portfolios are still re-balanced based on their original re-balance schedules and they are not the same as those used in Strategic and Tactical Asset Allocation (SAA and TAA) portfolios of a plan.
Please note that we now list the next re-balance date on every portfolio page.
Consumer Staples Sector Review
A broad market index can be further divided into so called sectors based on a company’s industry category. For example, S&P 500 right now has the following 11 sectors:
| ETF Symbol | Select Sector SPDR Fund |
|---|
| XLC | Communication Services |
| XLY | Consumer Discretionary |
| XLP | Consumer Staples |
| XLE | Energy |
| XLF | Financials |
| XLV | Health Care |
| XLI | Industrials |
| XLB | Materials |
| XLRE | Real Estate |
| XLK | Technology |
| XLU | Utilities |
Among them, XLC is an expanded/renamed telecommunication sector that now includes Facebook, Google, Netflix and even video game companies like Electronic Arts. Also, S&P now finally includes a stand alone Real Estate sector XLRE. In fact, long term MyPlanIQ clients know that we treat Real Estate Investment Trusts (REITs) as a major asset class, not just merely a sector.
In this newsletter, we want to take a closer look at another major sector, Consumer Staples.
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