Consumer Discretionary Or Staples? (XLP, XLY, PG, DIS, CMCSA)

The sector rotation that has been taking place in the market has shifted money from sectors perceived as high-risk into more stable areas.

There is no better example than that of consumer stocks.

Money has been coming out of the consumer discretionary stocks and making its way into the less-risky consumer staples throughout 2014.

The SPDR Consumer Staples ETF (NYSE: XLP) is up three percent this year as the SPDR Consumer Discretionary ETF (NYSE: XLY) has lost five percent.

While the eight percent difference may not be earth shattering, it is significant in that it has take place in a matter of less than five months.

XLP is a basket of 42 stocks that include food & staples retailing, household products, beverages, food and tobacco. Household giant Proctor & Gamble (NYSE: PG)is the number one holding, making up 13 percent of the ...