This week’s Weekly reviews our detailed heat map displaying what has been working and what has NOT been working so far this year. Specifically, we look at the best and worst by sector, style, the Dow Jones stocks, and many more. We believe there is a tendency for mean reversion in the market whereby what has been working best may not deliver the best returns going forward, and vice-versa. For example, small cap value, real estate and several of the worst performing stocks in the Dow may be poised for future outperformance.