Portfolio Strategist

A New SIGN of the Times

A likely challenging market this spring and summer calls for a bit more defense.
The Household & Personal Products is lifted to Overweight from Market Weight.
The Consumer Services group is trimmed to Underweight from Market Weight.
Despite longer term concerns, the Pharmaceuticals & Biotech group is being raised to Market Weight.
In the most controversial move, Diversified Financials are cut to Market Weight from Overweight.

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