On 1/13/13 , the Sector Portfolio  is selling  the 50% position in GDX ( Market Vectors Gold Miners ETF )  or the Fidelity Select Gold fund ( FSAGX ), and replacing it with CARZ ( NASDAQ Global Auto Index ETF ) or the Fidelity Select Auto Fund ( FSAGX ) .    
         The 50% position in the QQQ ETF will remain the same.