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Strategies & Market Trends : Fidelity Select Sector funds -- Ignore unavailable to you. Want to Upgrade?


To: Julius Wong who wrote (2049)9/6/1999 11:27:00 AM
From: Francis S. Patrick  Read Replies (1) | Respond to of 4916
 
I'm in the process of rebalancing my Fido Sector protfolio. It's based on the aucourant boomer strategy, with core holdings in Tech, HealthCare, Leisure, and Financial Svcs.

On the sides, I do in-and-outs in as many as 4 others, currently in Bio, Energy Svcs, Developing Comm, and Multimedia.

As I was doing my review, I'm starting to wonder why I'm holding Leisure and Multimedia. Their charts seem to be joined at the hip. WHen I looked at holdings, most of the top ten are the same.

Anybody have any opinion on one over the other?