3 Ways To Play Summer Trends And Boost Your Portfolio [Utilities SPDR, iShares Dow Jones US Healthcare, iShares Dow Jones US Technology]

Share This Article
May 14, 2014 11:10am NYSE:IYH NYSE:IYW

three 3As temperatures rise on Wall Street, traders are starting to think rotation. Summer’s here, and with that seasonality is the word du jour with pros. David Lutz of Stifel has 3 ways to play the summer trends that could boost your portfolio while barbecues and


sandlots heat up.

Utilities: First up on Lutz’s summer shopping list are Utilities. One thing that must be battled in the summer in Lutz’s mind is “the theory of the ‘sell in May, and go away trade,’” and investors need to play defense. “Utilities have obviously been one of the areas that have picked up by funds because it tends to be a defensive sector.”

Health Care: Another defensive summer sector for Lutz, because “at the end of the day health care has been picking up and you can start seeing some tailwinds as people become more comfortable with Obamacare.”

Technology: One of the most hated sectors from a seasonality point of view, Lutz says technology could see a boost this time around. Despite higher beta names getting stung in summer, Lutz notes he “tends to like to go where everybody hates, right now no one seems to like the technology sector.” It’s a contrarian play, just like financials would be too in this environment.

You can see the full “Breakout” segment below:

Related: Utilities SPDR (ETF)(NYSEARCA:XLU), iShares Dow Jones US Healthcare (ETF)(NYSEARCA:IYH), iShares Dow Jones US Technology (ETF)(NYSEARCA:IYW)


9 "MUST OWN" Growth Stocks For 2021

Read Next



Free Investing Ideas Newsletter!

Join over 70,000 investors who get the latest insights and top rated picks from our free investment newsletter.

Most Popular



7 Best ETFs for the NEXT Bull Market

Explore More from ETFDailyNews.com

Free Investment Newsletter

Join over 70,000 investors who get the latest insights and top rated picks from our free investment newsletter.

ETFDailyNews.com respects your privacy.

Best ETFs

We've rated and ranked nearly 2,000 ETFs and ETNs using our proprietary SMART Grade system.

View Top Rated ETFs

Best Categories

We've ranked dozens of ETF categories based on relative performance.

Best ETF Categories