You call it instinct. I narrow it down to "wisdom" based on fear.
Most people go after diversification. The idea, as you well know, is to limit exposure to mistakes. I go the other way, as I believe I'll do better trusting my instincts and disallowing fear to occupy a lofty throne.
I've never had a bad year---it's always highly profitable. Despite my being an energy trader for the most part, I'm about where I was in January in terms of total asset value. I engage with my instincts and am always trying to narrow choices down to the tightest possible range. While it may not work for others, it definitely does so---for me.
Energy typically gains turf after Spring has sprung. So I'm expecting gains to begin accruing from here on as we move into the driving season.