short term trading week starting -14th oct, page-134

pezza i think you are on the money, and there is no harm done in selling for a profit what is in favour in order to buy what is out of favour.

in terms of cycles, tech stocks is between financials (which have just had their day in the sun) and materials/industrials (which are mostly basing or just lifting out of their bottoms).

so there is a time honored logic in your strategy