FYI: All investors know their portfolios should be diversified, with exposure to a variety of asset classes and regions so that they have a better chance of capturing upside in any particular segment of the global economy that’s doing well, or to protect against outsize losses in any segment’s downturn.
But when it comes to another form of diversification, across individual sectors of the U.S. stock market, the benefit could be less meaningful than you might expect, even with the massive outperformance that has been seen in the technology sector over the past several years.
Regards,
Ted
https://www.marketwatch.com/story/why-no-single-stock-sector-will-make-or-break-an-investor-in-one-chart-2018-06-19/print
