Time to Invest in the Technology Sector?

[NewsFeeder]

Time to Invest in the Technology Sector?

Goldman Sachs seems to think that technology is the place to invest in right now, despite the surge in share prices. And sure enough, there are many opportunities.

https://finance.yahoo.com/news/time-invest-technology-sector-220810202.html?.tsrc=rss

 

[Bullitt]

Growth ETFs are heavily overweight tech, specifically super-cap tech. Tech is less sensitive to changes in expected economic growth especially thanks to the video meetings and reliance on technology to function.

Value ETFs are overweight financials, energy, and materials - all sectors that are more sensitive to changes in economic growth.

As it stands right now, even with more stimulus, it's hard to see banks growing with low interest rates (unless they can trade like mad, and even that is restricted). Energy will need bigger users to come back, ie: airlines, factories, transportation. Materials, well that might be something worth looking into. Many reports of lumber being hard to come by lately.