Sector momentum table 2011-07-15

Each week we test major asset classes for the strength of their momentum. We check:

  1. is current price above 20-day moving average?
  2. is current price above 50-day moving average?
  3. is 20-day moving average above the 50-day moving average?
  4. does the 20-day moving average have a positive slope (i.e. is it rising)?
  5. does the 50-day moving average have a positive slope (i.e. is it rising)?

If the answer is yes, we give one point. If all conditions are fulfilled then the asset class has five points. This is considered a very strong momentum. Investors believing in strong trends would invest in assets showing a strong (positive) momentum.

We also track weekly price change (%) and the change in points.

Here is the latest table:

Observations:

  • Financials, Home Builders and Industrial stocks were the weakest.
  • Energy, Consumer Staples and Utilities fared best.
  • Large caps slightly outperformed small and mid caps.
  • Defensive sectors clearly outperformed cyclical sectors.
  • Little difference in growth versus value was observed.
  • Overall stock market momentum increased slightly; many individual sectors however do not look healthy as they lost considerable momentum.
Conclusion:
  • Momentum-oriented investors would be advised to overweight defensive sectors except for Healthcare (which had quite a break-down in momentum over the last week).