Correct, column E. One caveat though, the piggybacks are providing the lions share of recent improvements. Their shorter term hits pile up money faster than mvp's original IT roots.
You CAN time the market!
But only after you trash the big 3 myths.
Myth 1 - its possible to get every point of every move ...Myth 2 - you'll never have a drawdown ......Myth 3 - you'll never have a loss