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Limit Universe by Industry or Sector?

How do you restrict the universe by industry or sector?

How would you balance your portfolio across several industries?

2 responses

Hey Richard,

While there is not a direct way (yet) to access the industry/sector of a stock as a data field, you may want to look at Jessica Stauth's sector rotation strategy here, which uses sector ETFs to provide industry exposure and performs portfolio re-balancing of interest rate sensitive or defensive sectors based on rate data.


Very interesting. Thanks for the feedback, looks like it has started a great discussion.