部门投资的效用
There is a growing popularity among individuals to broaden their investment strategy beyond conventional allocations and investment styles. Some see sector investing as a way to seek new opportunities for enhanced portfolio performance.1
因为它的关注点很窄, a sector investing strategy tends to be more volatile than an investment strategy that is diversified across many sectors and companies. Sector investing is also subject to the additional risks that are associated with each particular industry. Sector investing can be adversely affected by political, 监管, 市场, 或者经济发展.
Sectors are made up of companies grouped by similar businesses that range from natural resources to financial services and from technology to consumer staples. In any given year, one sector may outperform another. 例如，在2022年，能源增长了65%.7%，而通信服务则损失了近40%.2
Successful sector investing depends on an individual's ability to consistently and accurately determine when to rotate in and out of the various sectors, 对大多数投资者来说，这可能是一个挑战.
Investors are further cautioned that some sector mutual funds are capitalization weighted, meaning that they can be very concentrated in a few stocks, 所以你需要做你的家庭作业.3
记住，共同基金是通过招股说明书出售的. Please consider the charges, risks, expenses, and investment objectives carefully before investing. A prospectus containing this and other information about the investment company can be obtained from your financial professional. 在你投资或汇款之前仔细阅读它.
行业投资策略
There are a number of ways to implement sector investing, depending upon your objective.
投资组合分离: This approach dedicates a portion of your portfolio to seeking opportunities in a specific sector. 例如, if you think a rebounding economy may increase consumer spending, a Consumer Discretionary sector may be a consideration.
风险管理: Because the correlations between different sectors can be lower than those between general categories (e.g.，值vs. 增长或大vs. 小型股), investors may be able to build a portfolio of sectors that potentially may reduce overall investment risk.
投资组合完成: This strategy targets sectors that may be underrepresented in a current portfolio. 例如, if precious metals or real estate exposure is lacking, you can use sector investment to gain that exposure.
Successful sector investing may be a challenge for most investors, but it could present an opportunity for those who do their homework.
因为它的关注点很窄, a sector investing strategy tends to be more volatile than an investment strategy that is diversified across many sectors and companies. Sector investing also is subject to the additional risks that are associated with each particular industry. Sector investing can be adversely affected by political, 监管, 市场, 或者经济发展.
1. Asset allocation is an approach to help manage investment risk. Asset allocation does not guarantee against investment loss.
2. Statista.com, 2023
3. The return and principal value of stock prices will fluctuate as 市场 conditions change. And shares, when sold, may be worth more or less than their original cost.
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