@shortsegments I have never heard of thatcher principle of stock investing, something for me to invest and learn. It's less about diversification and more about putting the odds in your favor. So we are still in a bull market, so invest in the strongest stocks. Typically, 80% of a stocks move is due to the index and sector the stock is in. So I like to work backwards first...from index, to sector, to stock.
RE: SPDR Sector Relative Strength Analysis Report For Week Starting 5/24/21