SentimenTrader analysts suggest that the underperformance of small-cap and consumer discretionary stocks relative to the S&P 500's recent record rally isn't necessarily a cause for alarm. Despite these sectors lagging, the firm advises investors to maintain their current exposure to U.S. equities. The analysis implies that the broader market strength outweighs the concerns raised by the weaker performance of these specific segments, suggesting continued confidence in overall U.S. market performance.