FSI Sector Allocation - Performance

The FSI Sector Performance is calculated at the close of each market day.

FSI Sector Performance Since Rebalance

S&P 500 (SPY)
Increased by 4.92%
FSI Sector Allocation
Increased by 5.86%
FSI vs Index
Increased by 0.94%

Performance period: November 02, 2024 through November 26, 2024

Year to Date FSI Sector Performance

S&P 500 (SPY)
Increased by 26.01%
FSI Sector Allocation
33.25%
FSI vs Index
Increased by 7.24%

Performance period: January 01, 2024 through November 26, 2024

Inception to Date FSI Sector Performance (1st of October 2020)

S&P 500 (SPY)
Increased by 33.10%
FSI Sector Allocation
Increased by 36.57%
FSI vs Index
Increased by 3.47%

Performance period: October 01, 2020 through November 26, 2024

Year to Date FSI Sector Performance

Performance period: January 01, 2024 through November 26, 2024

Inception to Date FSI Sector Performance ( 1st of October 2020 )

Performance period: October 01, 2020 through November 26, 2024

Year to Date Sector ETF Performance

Performance period: January 01, 2024 through November 26, 2024

Inception to Date Sector ETF Performance ( 1st of October 2023 )

Performance period: October 01, 2023 through November 26, 2024

Subscribe Today to FSI Macro

If you are an existing member, to see your special offers.

Monthly

-15% $169/mo

List Price $199

Savings: $30
Claim This Offer!

Annual

-32% $1,622/yr

List Price $2,388

Savings: $766
Claim This Offer!

At FS Insight we offer a 30-day risk-free cancellation period for all new memberships.

View all FS Insight products with our exclusive Black Friday offers!

Why FS Insight

FS Insight helps you invest confidently with the same research banks and hedge funds use.

Daily Updates from Tom Lee

Start your day with Tom Lee’s pre-opening bell report. Navigate the trading day with Tom’s daily macro minute video and updates on key developments.

Real-Time Alerts from Tom Lee and Mark Newton

Stay in the loop with FlashInsights, real-time commentary on market-moving events delivered instantly from our research heads to you.

Daily Technical Strategy Report
and Video

Tactical opportunities and actionable signals, including daily in-depth analysis on current market technicals.

Monthly Market Update Webinars Presenting Timely Top Ideas

Get a behind-the-scenes look at our top stock ideas. Learn what makes each pick timely at our monthly webinar and Q&A with Tom and Mark.

Access Stock Lists Developed by Tom Lee and Mark Newton

We offer a variety of stock lists across methodologies and time horizons. Choose the portfolio that best fits your investment style.

Engage with Tom and Mark

Your membership includes members-only webinars and fireside chats. Join Q&As with our research team, CEOs, and industry experts across AI, geopolitics, and more.

Events

Tickers

Trending tickers in our research