Is the mix of companies in a portfolio better than a homogeneous structure?

Good question! Should I have TESLA and SHELL in my wallet, or WALMART and AMAZON at the same time? In my opinion, you should stick to your strategy as I do. If one company is in some way contradicting the other or the entire strategy, they should not be in the portfolio together. On eToro you can find many Popular Investors who have very strategically homogeneous wallets or virtual wallets created by the eToro team such as @RemoteWork, for example.

However, of course, a different approach is to diversify in case of an outflow of capital from one segment to another. You have to answer the question of how resistant your strategy is to such outflows and simply respond to the trends of the future.