Subject: Re: Rationalwalk on Equal Weight
Nice article,
The 20+ yr comparison of RSP vs S&P and breakdown of the 11 sectors.

My take on comparisons, {VERY ROUGHLY}switching now from SPY to RSP would DOUBLE my exposure to REAL ESTATE,MATERIALS,UTILITIES, & INDUSTRIALS while HALFING my exposure to COMMUNICATIONS SERVICES & INFORMATION TECHNOLOGY while leaving exposure to the remaining 5 sectors unchanged.

Is this change in exposure really what I want to do?

ciao