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Wednesday, January 25, 2012 SMDB47 Stock Market Sector Portfolio, Rankings, And Commentary Update

|Includes:XLB, XLE, XLF, XLI, XLK, XLP, XLU, XLV, Consumer Discretionary Select Sector SPDR ETF (XLY)

Commentary:

Most market sectors are overbought but current trends are mainly up. Until financials start outperforming over the one year time period, or I have a decent profit, or something else changes my thought process I will remain in them.

Rankings and Ratings:

Rank-Sector-Rating
#1-Financials-Outperform
#2-Materials-Outperform
#3-Industrials-Outperform
#4-Technology-Perform In Line
#5-Energy-Perform In Line
#6-Utilities-Perform In Line
#7-Consumer Discretionary-Underperform
#8-Consumer Staples-Underperform
#9-Health Care-Underperform

Notes
Rank: 1=Highest; 9=Lowest
Rating: My Forecast of How I Expect The Sector To Perform Versus S&P 500 Over The Next One Year

Disclosure: I am long XLF.

Additional disclosure: I am long financials through mutual fund symbol FIDSX

Stocks: XLY, XLP, XLE, XLF, XLV, XLI, XLB, XLK, XLU