Re: Active Stock Picking vs. Indexing Challenge
These stocks should be considered as a portfolio. Rockrock made it clear in his OP that he was talking about a competition vs. a basket of actively picked stocks.
The whole sector fund thing is a red herring anyway. Why should a stock picker be evaluated vs. a sector rather than vs. the market as a whole? If I could pick hot sectors, that's just as good as picking hot stocks.
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