5min chapter

This Week in Intelligent Investing cover image

Michael Mauboussin’s ”Man Overboard Moment” and Sector Rotation

This Week in Intelligent Investing

CHAPTER

Are You Trying to Time Sectors Right?

Ed Begala: I feel like a lot of people try to kind of, yi know, time the sector rotations like a beauty contest for their trying to guess what's going to be the next sector that investors are going to like. He says if you don't fall in love with those a things, i think you just look at the valuation and you start seeing better opportunities elsewhere. Begala: Anything that makes investing more complex than it should be is going to lead you down some dangerous paths at points. But we're all exasperated in this sort of environment where every investment seems just too expensive.

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