Over the last six months, the market has shifted greatly with events like the fiscal cliff and Federal Reserve announcements shifting the performance of stocks. If we look at sectors, financials (XLF) have been outperforming the broader market (S&P 500) greatly while technology (XLK) has struggled to play catch up. With Apple (AAPL) heading lower week-after-week, it's going to be rough for people who bought into technology at peak levels.
