RRG Charts

Sector Spotlight: Strong Seasonal Trends for November


On this edition of StockCharts TV's Sector Spotlight, I take a quick look at the current state of Asset Class rotation through the RRG lens. After that, I move on to Sectors. After a quick assessment of last week's rotation, I bring in BETA again to determine which sectors are likely to be defensive and which ones are more likely to be offensive. I compare that to the classification of offensive and defensive sectors as published by MSCI and find a few anomalies, whichreally stand out when you plot the BETA values on top of an RRG. The message for Offense pulling away then really comes to life. As it is the last Tuesday of the month, the last part of the show is dedicated to seasonality and trying to find alignment (or not) of expected seasonal patterns with current rotations on the RRG. And, for the month of November, a few clear actionable ideas are popping up!

This video was originally broadcast on October 26, 2021. Click anywhere on the Sector Spotlight logo above to view on our dedicated Sector Spotlight page, or click this link to watch on YouTube. You can also check out the video on the StockCharts TV on-demand website StockChartsTV.com, or on the associated app on mobile platforms like iOS and Android, or TV platforms like Roku, Apple TV, Amazon Fire TV and Chromecast.

Sector Spotlight airs weekly on Tuesdays at 10:30-11:00am ET. Past episodes can be found here.

#StaySafe, -Julius

Julius de Kempenaer
Senior Technical Analyst, StockCharts.com
CreatorRelative Rotation Graphs
FounderRRG Research
Host ofSector Spotlight

Please find my handles for social media channels under the Bio below.

Feedback, comments or questions are welcome at Juliusdk@stockcharts.com. I cannot promise to respond to each and every message, but I will certainly read them and, where reasonably possible, use the feedback and comments or answer questions.

To discuss RRG with me on S.C.A.N., tag me using the handle Julius_RRG.

RRG, Relative Rotation Graphs, JdK RS-Ratio, and JdK RS-Momentum are registered trademarks of RRG Research.

Julius de Kempenaer
About the author: is the creator of Relative Rotation Graphs™. This unique method to visualize relative strength within a universe of securities was first launched on Bloomberg professional services terminals in January of 2011 and was released on StockCharts.com in July of 2014. After graduating from the Dutch Royal Military Academy, Julius served in the Dutch Air Force in multiple officer ranks. He retired from the military as a captain in 1990 to enter the financial industry as a portfolio manager for Equity & Law (now part of AXA Investment Managers). Learn More
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