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.

Note:

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