I have a balanced portfolio with investment in all 11 sectors of stock market. Financial, construction and material stock are on rise as COVID case reducing in US, vaccine crossed 50% of population, economy is opening up. There is new house building and selling boom. Steel, wood, home builders, financial institutions to fund mortgage, real estate linked to these houses building on the rise. My portfolio is heavily (40%) in these three sectors. All other including IT (FAANG) are not earning much. I sell when my stock reach 20% to 25% profit as per experts and do not buy it again.