Sector rotation is generally good for long term health of portfolios. We returned good gains in tech and financial services but tech especially the last 9 months. We have taken profits to ply back into energy and consumables to balance out the portfolios. Total, GOIL, GGBL and FML have fairly great entry points at the moment on the market given the overall health of these companies. From our perspective, the next 6-18 months will provide gains for long term investors in these sectors.🚀💪🏽