Top tickerspy Portfolios Track Hot Sectors

Obviously, the Portfolios page of our Ideas & Research section is a good way to take a peek at the top tickerspy members of the day, month, and beyond, but, since quite a few tickerspy members are using their portfolio(s) to track individual market sectors, the lists provide a great snapshot of what’s been hot over those time periods.

For example, focusing on the 1-day gainers, looking at today’s list, the current top portfolio is short on financial stocks, which are being dragged down by uncertain news out of Lehman Brothers (LEH).  Oil’s dip is also likely fueling the strength of the Short Solar portfolio belonging to member ggmjazz.  The higher the price of oil, the closer solar energy comes to pricing parity with traditional energy sources.  If oil continues to decline in price, it will set back the adoption of solar technology.

Two others in the 1-day gainers list are stuffed with airline stocks.  The sector has been crushed on skyrocketing fuel costs but today has rebounded on a slide in the price of oil.  Looking at these two portfolios, belonging to members jwixted and kranch,  one can see they’ve got American (AMR), Continental (CAL), Delta (DAL), Jetblue (JBLU), Southwest (LUV), Northwest (NWA), and United (UAUA) in common.

Tags: AMR, CAL, DAL, JBLU, LEH, LUV, NWA, UAUA