The S&P 500 turned in a strong July, up by more than 3.5 percent. It's stuttered out of the gates in August. Maybe the big jobs beat will help. Trading history might also. Going back more than a decade and across 73 trades in the month after an S&P rally more than 3 percent in the previous 30 days, the following S&P sectors perform better than the index as a whole, which has been up on average 0.82 percent and close to 73 percent of the time.