Materials, Financials, Industrials, Consumer Discretionary, and Technology have been leading the market higher.  I like energy and have been blogging about energy for 2 months now. Our holding in ESV was up over 5% today.  Seems to me HMO(s) will continue to go higher, as more and more of us opt for Manage Care Medicare.  FCX (mining for copper, gold etc) ended up 2.55%.  The portfolio ended with another healthy close, up +.96%.

Again, outperforming the Indexes, S&P=+.36%, NASDAQ=+.64%, DOW=.48%

I do think Chemicals are interesting with nat gas soooooooo low but big huge pops today.  Too big a move for me right now.  Ideas are necessary but entry point just as important or more so.  If history repeats/rhymes etc, we will get a period over the next 4-5 weeks for some good buys.  Seems Market always starts year up and deflates at the end of January and February  So get you list together and watch for a sale on your favorites..