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DIA
QQQQ
SPY
1
Plays
GS on REITs
Since the start of 3Q earnings, shorter lease term sectors have delivered relative outperformance versus the long lease term segments, marking a clear divergence in performance from the year-to-date trend. The gap was meaningfully apparent as Industrial and Apartments delivered amongst the strongest price performance over the last few weeks. Before we declare a shift in sector strategy, we point out that the data reflects our recent view that a more “balanced approach” to sector
Submitted by
etfguy
11/11/2009
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etfguy
11/11/2009
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IYR
Long
21.53%
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