ISCF - Back To The Future: Mean Reversion

• My December 2019 Seeking Alpha article, "Mean Reversion + Valuation = Opportunity" identified underperforming asset classes that were attractively valued and poised to generate above average returns in the future.
• Here we revisit how those assets have performed since the beginning of 2020.
• There is strong evidence of a sector rotation underway. Nine of 13 sectors outperformed the S&P 500 index during 2020 and 12 of 13 since November.
• I also share my top conviction ETF picks within the sectors considered.
• History suggests the trend could persist for a decade or more, but overall market risks indicate this isn't a short-term trading vehicle.

For further details see: