krblokhin Diversified investors have not been rewarded much in 2024. While the S&P 500 is up by more than 14%, dividend included, so far this year, value strategies and defensive sectors have generally lost ground to the tech-heavy SPX. During my weekend market research, I found that only Information Technology and Communication Services are moving higher on a relative basis to the S&P 500. Even Utilities, which had captured the eye of some AI alpha-seekers, has fallen off.  Consumer Staples, meanwhile, ...