The Industrials Sector Index Fund $XLI

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 The Industrials Sector Index Fund $XLI 

During this bull market in particular, the one that turned 8-months old earlier this week, Industrials have been a real leader.

The Industrials Sector Index Fund $XLI is the best performing sector of them all since the June lows.

Now take a look at Industrials on an equally-weighted basis relative to the S&P500 equally-weighted.

From a broader perspective, Industrials are breaking out to new 14-year highs relative to the rest of the market:

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One thing we know for certain is that new 14-year highs are not something we see a lot of in downtrends.

This is a group we want to continue to own.

It's not anything new. We've been all over this theme since it started to develop last year.

Here's Deere $DE for example pushing up against new all-time highs attempting to break out of this massive base:

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Are you fighting these trends?

I can't imagine why you would.

There is more sector rotation and emerging leadership taking place in this environment than we've seen in years.

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