Which sectors drove the SET for the past 7 years

Out of curiouristy we did a quick backcheck of the past sectors that have driven the SET for the last 7 years. Upon seeing the results we do ask ourselves, why bother stock picking? We have to choose out of 550 companies a portfolio of 10 strong ideas, why not just pick a few strong sectors that will grow @ a multiplier to the economy instead? Probability-wise it makes more sense, then again if you’re not too silly you can beat these CAGR’s via making your own portfolio, still something to think about regardless.

Sector History

Note:

  • +10% Green
  • -10% Red
  • Excl. dividends
  • Data source: SETSMART
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