[UNLOCKED] – Important Wall Street Funds Rotation Taking Place

The chart included here is a cross-section of the 6 capitalization and orientation areas of the Dow Jones Industrial Average. Please click the chart to expand and examine more closely.

These 6 stock classifications represent growth vs. value equities and small, mid and large cap stocks.

On August 15th 2024 readers were notified Wall Street was starting to get more defensive. The chart below confirms this now. One of the best ways to outperform the market is to understand where Wall Street is allocating their funds. To do this, it is prudent to occasionally look at these 6 areas of the market.

It is clear the 2 areas of the market beginning to genuinely outperform are Large Cap Value and Mid-Cap Value (think: defensive/safe haven and “McDonalds”, “Wal-Mart” or “Johnson & Johnson”). We can draw this conclusion because these are the only two of the six areas of the market that have not collapsed below the January 2025 low.

We will be hunting for opportunities in these areas going forward.

More information about large and mid-cap value stocks will be published over the coming months.