Do More for Your Core: A Tactical Roadmap for Sector Investing

Sector investing — it's a typical strategy for advisors if their clients are looking beyond broad market exposure by targeting a specific sector. The concept is fairly straightforward, but implementing the strategy is not as simple as it sounds.

ETF Trends • Feb 26, 2026

Sector Rotation: Healthcare XLV Should Be The Next Stop

The healthcare sector is poised to benefit next from the ongoing market rotation to value and defensives. XLP's rapid ascent has led to overbought technicals and a valuation premium, with forward P/E ratios exceeding many growth-oriented megacaps.

Seeking Alpha • Feb 26, 2026

Time for Investors to Get Defensive. Sell Staples and Buy Healthcare.

The market is shaky, software stocks have gone off a cliff, and semiconductor stocks are giving back some of their gain. It's time to tweak your portfolio.

Barrons • Feb 26, 2026

XLV is A $41 Billion Defensive Healthcare Play That Looks Good Until You Compare To The S&P 500

Healthcare isn't going anywhere. An aging population, chronic disease management, and breakthrough treatments ensure this sector remains essential regardless of market conditions.

24/7 Wall Street • Feb 18, 2026

Should You Invest in the State Street Health Care Select Sector SPDR ETF ETF (XLV)?

The State Street Health Care Select Sector SPDR ETF ETF (XLV) was launched on December 16, 1998, and is a passively managed exchange traded fund designed to offer broad exposure to the Healthcare - Broad segment of the equity market.

Zacks Investment Research • Feb 17, 2026

Sector Alert: 4 Healthcare ETFs Poised for Explosive Growth Now

Over the past three years, healthcare has been among the worst-performing sectors. 2026's market rotation away from tech is bringing new life to more defensive areas of the market.

The Motley Fool • Feb 11, 2026

Energy Leads This Year As Tech And Financials Fall Behind

Energy, basic materials, and defensive consumer stocks are in. Tech and financials are out.

Seeking Alpha • Feb 11, 2026

Big Pharma's Earnings Week: Strong Performance, Obesity Wars, LOE Management And More

Big Pharma delivered strong Q4 2025 results, with most companies beating revenue and EPS expectations and providing generally solid 2026 guidance. Eli Lilly solidified its leadership in obesity and diabetes, outpacing Novo Nordisk, which faces a sharp 2026 revenue decline amid fierce competition, pricing pressure, and other factors.

Seeking Alpha • Feb 7, 2026

ETFs to Play as Investors Chase Diversification Amid Tech Rout

From "software-mageddon" to rising AI capex pressuring Big Tech, diversification via defensive and global ETFs gains focus.

Zacks Investment Research • Feb 6, 2026

Energy Leads S&P Sectors in January

Three of the smallest sectors in the S&P 500 delivered the index's strongest performance in January, while the two largest sectors weighed on returns. The broad market index gained modest ground last month, with the State Street SPDR S&P 500 ETF Trust (SPY) up 0.6%, according to ETF Database.

ETF Trends • Feb 3, 2026