NEW YORK ( TheStreet) -- The stock of Miami-based Lennar (LEN - Get Report) is up 168.3% over the last 12 months. The stock of Ft. Worth, Texas-based DR Horton (DHI) is up 133% over the last year. How about Atlanta, Ga.-based Home Depot (HD)? Its stock is up 87.1% over the last 12 months. By comparison, the S&P 500 is up 26% during the same period of time.
This is my current ranking of the various sectors of the market that I track on a daily basis; the good and the bad:
Biotech, with its A-, is followed by housing, with a B+. As of now, I remain heavily invested in the biotech sector. It has been at the top of the rankings almost since the beginning of the year. I took a 62% profit in Pharmacyclics (PCYC) and a 64% profit in Alexion Pharmaceuticals (ALXN) earlier this year. I am back in both of those stocks right now, along with several other biotech-related stocks.I own them in the aggressive growth accounts I manage. As of Friday, this portfolio of 25 stocks was up just over 20% year to date. To see the whole portfolio, you can get four free copies of my weekly newsletter by