03-04-2021, 10:49 AM
A couple stocks per sector would be a great starting point. Encourages you to buy the best quality. Five big box retailers is OK of course, but I'd rather have one less and add another sector like finance, insurance, cyclical materials. You don't have to own all the S&P sectors of course. It's your port. You can always pile in on a sector later when it's actually beaten up. I own a number of DGI stocks I would never suggest you buy today. It sure appears Tech is going to give you a decent entry point.