ETFs, Leveraged ETFs, Sector Funds

[No-Quarter]

BTW, I have reduced the number of mutual funds I watch in both my 401k and HSA accounts to a subset of 6 as well, and I based my fund selection in each as close as I could to these 6 categories. This had made it much easier for me to track and update daily/weekly. Most importantly, results for me, due to fewer rotations in and out, have improved for me too!

For my HSA, which offers much less diversity than my 401k, I also referenced the Morningstar 3x3 classification matrix of small, mid, large, and value, growth, blend. I chose to disqualify all blend funds, and chose one each in the small value, small growth, mid value, mid growth, large value, and finally large growth offerings, to get to my subset of 6 funds.

http://news.morningstar.com/pdfs/FactSheet_StyleBox_Final.pdf

https://www.investopedia.com/articles/basics/06/stylebox.asp

...and with fewer fund rotations in and out, there is less chance for me to run afoul of the 30-day minimum hold rules in both ;)

GLTY