There have been some notable sectors that have been hitting the news lately and I’m sure you’re sick of hearing about some of them. When something is talked about relentlessly on the news or family members bring it up at dinner, that something starts to feel like a top, or maybe a bubble about to burst.
Sometimes, it’s worth the talking about because it’s become revolutionary, and will become even more revolutionary as time goes on. AI being one of those big topics right now, and that leads to the Technology sector being discussed relentlessly. So, have you added AI into your portfolio?
There are so many aspects to AI, that I believe it will help all businesses eventually. And since I believe it will help all businesses, I think it’s more than a Technology sector play, and more of a universal play. What can AI assist with in the Healthcare sector, or Logistics, or even Energy? It will eventually extend into all sectors, but the one that is developing it all right now is the Technology sector. It’s unavoidable. So if you haven’t already, do your research and figure out which AI company/companies to add to your portfolio.
Financials. Oh I am sure you’ve heard everything there is to hear about rate cuts, except for when they’ll actually happen. It might sound boring, it might sound repetitive, but there is a great reason to stay on top of this. If this is the bottom, and rate cuts eventually do hit, who benefits? Banks! Companies are going to want to start borrowing again once those rates come down, or even refinancing, and those banks are going to come out looking pretty well. Do your research and see if any banks that are going to benefit from rate cuts get added to your portfolio.
Financials also tends to bleed into REITS for me. When the rate cuts go into effect, I think the housing market will pick back up and so will other real estate plays. Real Estate is going to need mortgages, land to develop, and most will be borrowing or refinancing the borrowed money.
Electric Vehicles. EV’s are a hot topic right now, but are they worth being discussed? If so, which one or ones? With everyone having a hybrid or fully electric vehicle in their inventory, its hard to ignore that eventually electric will be the future. It’s not an if, but a when. When will it get the same mileage as a gas vehicle and when will it be as affordable as a gas vehicle.
It might not be right now, but eventually, those miles will go up, and the vehicles will become more affordable. Even the big car manufacturers have electric models of their most popular vehicles. Who does it the best, who’s done it the longest, and who has the best track record? Those are research questions for you to see what EV maker to possibly add to your portfolio.
If you don’t feel the same about these three sectors, please feel free to let me know! These are the big sectors and markets that I am looking into and will add to in down markets. What are the sectors you’re currently looking at?
Thrifty Investing 
Leave a comment