The financial sector is properly overweighted, but the commodity charts have turned south since midyear.
We're overweighted on railroads, electric utilities, tobacco, insurance companies and business machines, especially Xerox.
Many sorry money managers lost their careers in 2009 because they stayed overweighted in financials.
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This is a value construct overweighted in autos, banks like Citicorp, and farm equipment, paper and aluminum.
Essentially, it was overweighted in risky bonds. (See our post on a good model for diversification).
Staying overweighted in technology requires a task force of analysts and money managers to help sort out the news.
In one of few departures from index-type weightings, Microsoft is underweighted, Compaq overweighted.
Many commodity funds are heavily overweighted toward the energy sector, which can account for as much as 70% of the portfolio.
For 2008 Fisher has underweighted U.S. stocks and overweighted, compared with the MSCI, sectors such as materials, industrials, cyclical tech and energy.
Im sitting tight with an overweighted position of 8% and white knuckles.
"No one's watching valuations" in an index, Vicki Schultz says, meaning an index can get overweighted in one popular area, like tech in the late 1990s.
The iShares FTSE China (FXI) exchange traded fund has struggled most of the year due to its overweighted position in financials, all tied to real estate.
Even if you can't convert, "if you're overweighted in an IRA, you should always be looking for a low-tax way to get the money out, " says Choate.
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