Should we be taking profits when we are up a bit and either holding onto the dry gunpowder with the hopes of a drop (Something I personally do not plan on doing as nobody knows where the market will go) or should we cycle through our gains
into cyclical industries that may be struggling at the moment?
Contribution to ROE for Consumer
Cyclicals were damaged by bad results in the Automobile
industry and slumping demand as the economy went
into a recession in 2008, and had a rather weak recovery in 2009 - 2010.