Sector Rotation – Rotate, Don’t Retreat

A webcast presentation originally held on April 14, 2021 by Sam Stovall as part of the CMT Association’s Educational Web Series.

“Sell in May and Go Away” is more than an old Wall Street axiom that reminds investors of summertime softness. It also shows that sector rotation, rather than retreating from stocks entirely, would have beaten the market by more than 500 basis points per year since 1990.