Group / Sector Diversification

Dear Pat, first of all thanks a lot for your great content. I am a new member, but already profiting a lot from your insights and expertise.  My question is referring to sector / group diversification: At the moment lots of stocks with promising setups from your VIP list but also from my private screens come from the software sector (software enterprise / software security / computer software etc.) which is of course not surprising as these are the strongest groups at the moment. What is your general guidline and are your thoughts when it comes to how much stocks / percentage of one's portfolio capital should be allocated to the same group / sector? On the one hand you want to put your money in the strongest groups / sector, on the other hand, if sector rotations starts or there is a short term weakness e.g. in the software sector you can suffer quite significant losses if you have allocated almost all your money in this sector / group.  Maybe you even can share some specific rules you apply such as "I only allocate max. 50% of my capital into the same sector" etc.? Thanks a lot in advance! Best regards from Germany Christoph