Two days ago I mentioned re-balancing my sector investments. I did not do enough research, but there were two reasons to get something done.
First, it was months overdue. I can always re-balance (without fees) in a month, when I have more time to do better research. Any June improvement to how well my IRA fits the current situation was worth doing.
Second, my father was visiting this week and he knows much more about the economy that I do. My web page about sector investing is nearly two years old. He helped me update it, mostly to be more readable but also with some new information.