主题：花47刀买的每月ETF投资建议，这是最新一期 -- 一直在混

　　SECTOR SNAPSHOTS

　　Consumer Discretionary (4.6%)

　　Investors’ fears about the economy sent consumer stocks tumbling earlier this year. This set the stage for a big rally once fears began to subside. And, we got it. But we’re still a long way from the finish line.

　　We’re adding the Market Vectors Gaming ETF (BJK) and the SPDR S&P Retail ETF (XRT) to ride this ongoing trend.

　　Consumer Staples (3.8%)

　　Staples posted a nice gain this month. The sector’s moving higher on better than expected news on the consumer. But they’re still not able to keep up with the more cyclical discretionary stocks.

　　Staples are a great safe haven in tough economic times. But they don’t have the upside we’re looking for now that the economy’s recovering.

　　Energy (5.7%)

　　Energy continues to be all about oil. And oil prices are being dominated by technicals…

　　Right now there’s heavy resistance around $75. Oil has failed to break through this level on four separate occasions. And support from the moving averages is steadily trending up. The range gets a little tighter every week.

　　A strong breakout from the current range seems more likely every day. The breakout could easily move oil prices by $10 one way or the other.

　　Financials (2.0%)

　　After locking in a quick 28% profit on our banking ETF (KBE), the financials have been in a holding pattern.

　　The recent news could be weighing on investors’ moods. The ranks of the FDIC watch list of troubled banks swelled to over 400. And we’re nearing the one year anniversary of Lehman Brothers’ collapse.

　　Investor sentiment will need to improve before we see this sector get back on track.

　　Healthcare (3.5%)

　　Healthcare stocks have managed a slow and steady climb over the past few months. I’m inclined to think it’s because the White House is losing the battle for healthcare reform.

　　However, the uncertainty created by the threat of government intervention will keep this sector under wraps. I’m keeping a close eye on this sector for a potential trade in the months ahead.

　　Industrials (6.6%)

　　We’re off to a great start on our most recent recommendation. The Vanguard Industrials ETF (VIS) is already up 10%!

　　The rally can be traced to better than expected economic data. In the last week alone, we had multiple reports showing economic improvement. The ISM manufacturing report registered the first month of expansion since January ’08. It looks like everything’s ‘a go’ for bigger profits ahead.

　　Technology (5.0%)

　　The rally in technology stocks heated back up in the last few weeks. And it’s been great for our tech ETFs. In fact, I increased the price target for the iShares S&P North American Technology - Multimedia Networking Index Fund (IGN) to $32.

　　Technology is the one sector where I’m not inclined to take profits early.

　　This sector’s on the cutting edge of the economic recovery. And their products also help companies drive down costs and increase productivity. This should keep the sector flying high even if the recovery comes slower than expected.

　　The other aspect I like is management teams have already dealt with the aftermath of a market collapse… the dot-com bubble. This gives tech companies’ management the upper hand compared to other industries.

　　Materials (3.5%)

　　The stories of China moving to lock up supplies of basic materials just keep coming. The most recent commodity to skyrocket is nickel. It’s up over 100% since March.

　　In this year alone, China’s spent over $6 billion buying up Australian companies. And Australia’s economy is dominated by commodities. It’s not hard to connect the dots…

　　Utilities (-0.3%)

　　Utility companies were the only sector to fall back this month. It’s not surprising considering the headwinds the industry is facing.

　　Investors are ripe with optimism. They’re looking to cyclical industries to deliver big gains as the economy recovers. This leaves defensive sectors like utilities on the outside looking in.

　　And you can throw in the uncertainty surrounding how cap-and-trade will affect the bottom line as well.

　　I think utilities will continue to lag the rest of the market as long as the economic data points toward recovery.

　　Portfolio Changes

　　This month we’re buying BJK and XRT…

　　Move MOO, VIS, and XME to ‘Hold’ status

　　Increase IGN price target to $32