By that theory, you should diversify away from those that are not going to be "superstocks" (in the post, Dell grew 550x and pushed up the entire index). For ex

By that theory, you should diversify away from those that are not going to be "superstocks" (in the post, Dell grew 550x and pushed up the entire index). For example, HP or Exxon or UPS will probably do okay, but will not outperform the rest of S&P by a huge margin. Therefore, they will only weigh down your big earners.