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Blue Marlin Advisors Market Beat – Technology – Watch for Q1 mean reversion

Historically, technology has been the strongest sector of the market early in the year as new funds are put to work and investors reach back towards their perpetual favourites, of which technology has many. However, beyond this start of the year bump, a period of weakness for sector constituents sets in, running through the month of April, often warranting limiting exposure to this segment until we get back to a seasonally favorable time of the year in the spring/summer.