The market cycles over and over with slight variations. A common occurrence in this cyclical theme is when earnings season comes around at the same time that the market is bullish and that is what we see currently. The desire is to put on exposure but the risk of doing so is great. An ill-advised purchase and an earnings disappointment can squash your portfolio. In general the upside earnings reward is limited when compared to the downside so do you really want to play Russian Roulette?   To get that added exposure one can turn to sector buys to ...