Julius de Kempenaer

Julius de Kempenaer


Julius is a CMT and the creator of Relative Rotation Graphs™. This unique method to visualize relative strength within a universe of securities first launched on Bloomberg professional services terminals in 2011 and later on StockCharts in 2014. Learn More 

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The StockCharts Game Show: Can You Beat These StockCharts Pros?

The StockCharts Game Show: Can You Beat These StockCharts Pros?

Grayson Roze hosts Tom Bowley and Julius de Kempenaer in a fast-paced StockCharts Game Show showdown! See who dominates in this fun, competitive battle of charting tools, trading terms, and quick wit....   READ MORE 

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RRG Best Five Sectors Hero Image

The Best Five Sectors This Week, #40

Julius provides his weekly update on US Sector Rotation based on Relative Rotation Graphs....   READ MORE 

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Sector Rotation Favors Technology — But for How Long?

Sector Rotation Favors Technology — But for How Long?

Julius de Kempenaer, creator of RRG Charts, reveals why XLK & XLC remain the key market drivers while defensive sectors struggle. He also examines how asset class rotation still favors stocks over bonds—and what that means for investors watching sector leadership....   READ MORE 

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Best five sectors

The Best Five Sectors This Week, #39

Your weekly update and ranking of US sectors based on Relative Rotation Graphs....   READ MORE 

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The Best Five Sectors This Week, #38

The Best Five Sectors This Week, #38

Julius presents his weekly update on US sector ranking based on Relative Rotation Graphs....   READ MORE 

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The Best Five Sectors This Week, #37

The Best Five Sectors This Week, #37

Weekly update on US sector rotation ranking based on Relative Rotation Graphs...   READ MORE 

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Sector Rotation Points to Large-Cap Growth Stocks

Sector Rotation Points to Large-Cap Growth Stocks

Julius takes a look at the current sector rotation, in combination with growth-value and size rotation. Combining these Relative Rotation Graphs shows strength concentrating in large-cap growth and the Tech, Discretionary, and Communication Services sectors. From this vantage point, we can see continued strength for the S&P 500...   READ MORE 

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The Best Five Sectors This Week, #36

The Best Five Sectors This Week, #36

Julius presents his weekly update on sector rotation using Relative Rotation Graphs....   READ MORE 

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Comparing Growth vs. Value on RRGs Across Time

Comparing Growth vs. Value on RRGs Across Time

Growth and Value segments are widely used in the investment world, as investors shift from one to another based on market conditions and risk-appetite. Julius shows how to use Relative Rotation Graphs to help monitor these shifts....   READ MORE 

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The Best Five Sectors This Week, #35

The Best Five Sectors This Week, #35

Julius de Kempenaer presents his weekly update on the top five sectors on the leaderboard, and the movement under the surface....   READ MORE 

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The Best Five Sectors This Week, #34

The Best Five Sectors This Week, #34

Explore this week's sector rotation insights. See which sectors gained strength, which lost momentum, and what the RRG signals mean for investors....   READ MORE 

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Full Rotations on One Side of an RRG

Full Rotations on One Side of an RRG

What does it mean when a rotation on a Relative Rotation Graph fully completes on the right-hand side or the left-hand side of the graph...   READ MORE 

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Is Consumer Discretionary About to Take Over the Market?

Is Consumer Discretionary About to Take Over the Market?

Julius breaks down the latest asset class and sector rotations in order to show where real market strength is building. Stocks continue to outperform bonds, but the spotlight is on sectors: technology remains strong, financials and industrials are gaining, and consumer discretionary is accelerating with broad participation. Meanwhile, defensive groups...   READ MORE 

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The Best Five Sectors This Week, #33

The Best Five Sectors This Week, #33

Weekly update on US sector rotation using Relative Rotation Graphs...   READ MORE 

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The Best Five Sectors this Week, #32

The Best Five Sectors this Week, #32

Weekly update on US sector rotation using Relative Rotation Graphs...   READ MORE 

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Visualizing Breadth and Rotation Using RRG

Visualizing Breadth and Rotation Using RRG

When it comes to understanding what’s really going on beneath the surface of the market, two key concepts come to mind: breadth and rotation. Breadth helps us gauge the participation behind a trend, while rotation reveals where the strength is moving within the universe we’re analyzing. Combine both,...   READ MORE 

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Consumer Discretionary Breakouts — 3 Stocks to Watch Now

Consumer Discretionary Breakouts — 3 Stocks to Watch Now

Discover which sectors are leading — and which to avoid — with Julius' latest RRG analysis. Follow along as he breaks down weekly and daily sector rotations, revealing technology’s dominance, potential in consumer discretionary, and why some defensive sectors are showing unexpected strength. Julius then dives deeper into the consumer...   READ MORE 

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The Best Five Sectors, #31

The Best Five Sectors, #31

Julius presents his weekly update on US sector rotation based on Relative Rotation Graphs....   READ MORE 

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The Best Five Sectors, #30

The Best Five Sectors, #30

Julius presents his weekly update on US sector rotation rankings using Relative Rotation Graphs (RRG)....   READ MORE 

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Why Daily vs. Weekly RRGs Matter in Portfolio Construction

Why Daily vs. Weekly RRGs Matter in Portfolio Construction

Relative Rotation Graphs can be rendered in similar intervals as regular bar- or candlestick charts. This article explains the differences between weekly and daily RRGs....   READ MORE 

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RRG Reveals the Next Big Sector Moves!

RRG Reveals the Next Big Sector Moves!

In this video, Julius breaks down current market trends using Relative Rotation Graphs (RRG). He examines weekly and daily asset class rotations, highlighting key developments in stocks, commodities, bonds, the U.S. dollar, and crypto. From there, Julius analyzes sector momentum shifts, including technology, energy, and real estate, and explains...   READ MORE 

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The Best Five Sectors, #29

The Best Five Sectors, #29

Weekly update on US sector rotation using Relative Rotation Graphs...   READ MORE 

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Using Relative Rotation Graphs to Visualize Sector Rotation

Using Relative Rotation Graphs to Visualize Sector Rotation

Relative Rotation Graphs or RRGs will help investors to keep an eye on relative trends that unfold within a universe. Among other things this will help to visualize sector rotation...   READ MORE 

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The Best Five Sectors, #28

The Best Five Sectors, #28

The Technology sector continues to dominate, while Industrials are rotating out of the leading quadrant....   READ MORE 

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The Best Five Sectors, #27

The Best Five Sectors, #27

KEY TAKEAWAYS * Materials sector climbs to #5 in rankings, displacing Utilities * Technology maintains leadership, but Communication Services and Financials show weakness * Daily RRG reveals potential for Materials, caution needed for Comm Services and Financials * Portfolio drawdown continues, currently 8% behind S&P 500 YTD After a relatively quiet week...   READ MORE 

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Small Caps Are Rotating In — Here's Why It Matters

Small Caps Are Rotating In — Here's Why It Matters

After months of whiplash sector swings, the market may finally be showing signs of settling down. In this video, Julius de Kempenaer uses Relative Rotation Graphs (RRG) to analyze asset class rotation at a high level and then dives into sectors and factors. Julius highlights the rotation into cryptocurrencies and...   READ MORE 

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The Best Five Sectors, #26

The Best Five Sectors, #26

The past week has been relatively stable in terms of sector rankings, with no new entrants or exits from the top five. However, we're seeing some interesting shifts within the rankings that warrant closer examination. Let's dive into the details and see what the Relative Rotation...   READ MORE 

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The Best Five Sectors, #25

The Best Five Sectors, #25

A Greek Odyssey First of all, I apologize for any potential delays or inconsistencies this week. I'm currently writing this from a hotel room in Greece, surrounded by what I can only describe as the usual Greek chaos. Our flight back home was first delayed, then canceled, then...   READ MORE 

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The Best Five Sectors, #24

The Best Five Sectors, #24

Some Sector Reshuffling, But No New Entries/Exits Despite a backdrop of significant geopolitical events over the weekend, the market's reaction appears muted -- at least, in European trading. As we assess the RRG best five sectors model based on last Friday's close, we're...   READ MORE 

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RRG Alert Tech Vaults to ‘Leading'—Is XLK Signaling a New Rally?

RRG Alert Tech Vaults to ‘Leading'—Is XLK Signaling a New Rally?

This week, Julius breaks down the current sector rotation using his signature Relative Rotation Graphs, with XLK vaulting into the leading quadrant while utilities and staples fade. He spotlights strength in the technology sector, led by semiconductors and electronic groups that are outpacing the S&P 500. Microchip heavyweights...   READ MORE 

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The Best Five Sectors, #23

The Best Five Sectors, #23

This Time Technology Beats Financials After a week of no changes, we're back with renewed sector movements, and it's another round of leapfrogging. This week, technology has muscled its way back into the top five sectors at the expense of financials, highlighting the ongoing volatility in...   READ MORE 

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RRG Update: Is Tech Ready to Break Out?

RRG Update: Is Tech Ready to Break Out?

This week, Julius shows how the Technology sector is edging toward leadership, alongside Industrials and soon-to-follow Communication Services. He highlights breakout lines for SPY, XLK, and XLC, noting that conviction climbs when daily and weekly RRG tails align to point northeast together. Bitcoin is sprinting into the leading quadrant next...   READ MORE 

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The Best Five Sectors, #22

The Best Five Sectors, #22

Sector Rotation: A Week of Stability Amidst Market Dynamics Last week presented an intriguing scenario in our sector rotation portfolio. For the first time in recent memory, we witnessed complete stability across all sector positions -- no changes whatsoever in the rankings. 1. (1) Industrials - (XLI) 2. (2) Utilities...   READ MORE 

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The Best Five Sectors, #21

The Best Five Sectors, #21

Staples and Tech Swap Positions Again The weekly sector rotation continues to paint a picture of a market in flux, with defensive sectors gaining ground while cyclicals take a step back. This week's shifts underscore the ongoing volatility and lack of clear directional trade that's been...   READ MORE 

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Mixed Signals on the Charts? RRG Reveals Market Rotation Tension

Mixed Signals on the Charts? RRG Reveals Market Rotation Tension

Confused by mixed market signals? Follow along as Julius analyzes sector rotation, asset rotation, and global market trends using daily and weekly Relative Rotation Graphs (RRGs). In this video, Julius puts the current sector rotation in perspective on both weekly and daily Relative Rotation Graphs (RRGs). He also examines asset...   READ MORE 

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The Best Five Sectors, #20

The Best Five Sectors, #20

Technology Back in Top-5 Last week's market decline of 2-2.5% (depending on the index) has led to some notable shifts in sector performance and rankings. This pullback, coming after a strong rally, is changing the order of highs and lows on the weekly chart -- a particularly...   READ MORE 

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The Best Five Sectors, #19

The Best Five Sectors, #19

KEY TAKEAWAYS * Industrials surge to #1 in sector ranking, replacing Real Estate in top 5 * Communication Services showing vulnerability, moving into weakening quadrant * Utilities and Consumer Staples losing momentum but maintaining leading positions * Portfolio maintains defensive positioning despite underperformance vs SPY Sector Rotation Shakeup: Industrials Take the Lead Another week...   READ MORE 

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What Sector Rotation Says About the Market Cycle Right Now

What Sector Rotation Says About the Market Cycle Right Now

Where are we in the market cycle? In this video, Julius reviews the sector rotation and asset class performance from the past 2-3 weeks to provide an objective take on where we stand in the current market cycle. Using his signature Relative Rotation Graphs (RRG), he uncovers shifts in momentum...   READ MORE 

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The Best Five Sectors, #18

The Best Five Sectors, #18

KEY TAKEAWAYS * All 11 sectors changed positions, but the top-5 / bottom-6 composition remained the same. * Utilities now strongest sector, despite overall market strength. * Communication Services jumped from 5th to 2nd place. * Portfolio still 3% behind the S&P 500 YTD, unchanged from last week. Sector Shuffle: Same Players, New...   READ MORE 

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Recession Ahead? Sector Rotation Model Warns of Rising Risk

Recession Ahead? Sector Rotation Model Warns of Rising Risk

Is a recession coming? In this video, Julius breaks down the latest updates to his powerful Sector Rotation Model, analyzing four key macroeconomic indicators and their impact on sector performance. This video was originally published on May 9, 2025. Click on the icon above to view on our dedicated page...   READ MORE