如果只做long，年底前关注摆老大讲的retail composite。

今年的股市之今，专家们吃瘪的多。barron's，kiplinger等2015年picks都不行了。8月和9月barron's的picks，连大盘都不beat。

让专家休息一会，还是看看实在的数据。yardeni research Inc。本月27日出炉的数据显示，今年迄今S&P值-6.2情形下，表现最好的板块为：

managed health care                                                               19.9

restaurant                                                                                  16.3

auto retail                                                                                  16.0

consumer dis. retail composite                                                  15.2

gas utilities                                                                                 11.7                                              

brewers                                                                                       10.4

homebuilding                                                                              9.8

application software                                                                     8.3

tobacco                                                                                          8.2

9月1日到现在大盘大起大落，表现最好的板块依次为：

gas utilities

auto retail

housebuilding / restaurant / composite retails

如果只做long，偶年底前偏好9月份表现良好的上面几个板块。      -- JMO