Why the Upcoming GICS Sector Shakeup Matters

September 27, 2018 |

Sources and Disclosures:

 

Copyright © 2018 Beaumont Financial Partners, LLC DBA Beaumont Capital Management (BCM). All rights reserved.  

Performance data shown represents past performance and is no guarantee of future results. As with all investments, there are associated inherent risks including loss of principal. Sector investments concentrate in a particular industry and the investments’ performance could depend heavily on the performance of that industry and be more volatile than the performance of less concentrated investment options and the market as a whole.  

Any reference to specific securities or investments is for illustrative purposes only and is not intended as investment advice nor as a recommendation to take any action. Individual securities mentioned may be held in client accounts.  

The Standard & Poor’s (S&P) 500® Index is an unmanaged index that tracks the performance of 500 widely held, large-capitalization U.S. stocks. Indices are not managed and do not incur fees or expenses. An investment cannot be made directly in an index. 

The BCM investment strategies may not be appropriate for everyone. Due to the periodic rebalancing nature of our strategies, they may not be appropriate for those investors who desire regular withdrawal or frequent deposits. 

This material is for informational purposes only. It is not intended as an offer or solicitation for the purchase or sale of any security or financial instrument, nor should it be construed as financial or investment advice.  

The information presented in this report is based on data obtained from third party sources. Although it is believed to be accurate, no representation or warranty is made as to its accuracy or completeness.  

The views and opinions expressed throughout this presentation are those of the author as of September 2018. The opinions and outlooks may change over time with changing market conditions or other relevant variables.