Brooke Thackray
First Trust AlphaDEX US Consumer Discretionary Sector
FHD-T
PAST TOP PICK
Jan 14, 2019
(A Top Pick Oct 25/18, Up 0.4%) At the end of the year, his fund de-sectorizes but he will look to go back into it. This one should do well from the end of October into the beginning of April. The top holdings are much more equally weighted in this fund.
It is a seasonal time to be in this sector. Consumer staples were on fire up until today. People are rushing for the defensives. The Market is not sure about tech, industrials and materials. This is a good time to step in. It will give you US$ exposure.