According to TD Ameritrade's Investor Movement Index (IMX), retail clients added equity exposure, particularly in tech, healthcare, social media and dividend paying names for March 2014. Stephanie Link and Jill Malandrino review sector rotation and why stocks like Verizon (VZ), IBM (IBM), Celgene (CELG) and Facebook (FB) are attractive relative to the areas seeing inflows. The key is disciplined management and diversification to balance out significant moves in one stock or sector in your portfolio.

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