(12-20-2017, 12:12 PM)ChadR Wrote: When starting out with your portfolio, don't worry about being overweight in a sector.
This.
In the early days of building your portfolio, I really think the best thing to do is put your money into the best opportunities available to you, even if the weightings are unbalanced. Worry about that when the portfolio is much bigger.
I explain this idea in more detail, with illustrations, in maybe my favorite post of mine on the whole forum (so far!). It talks about weightings of stocks in your portfolio, but the logic applies just the same to sector weightings.
(And really nice graph, by the way, Greg! Is that excel? I'd never thought about putting the totals at the top, but I'm going to give that a try myself!)