If you examine deeper, there are overlaps Wonder why you didn’t choose to diversify using sectors?
For example, discretionary vs staples, tech, retail... vs defense, utilities..., global businesses e.g. AAPL, GE vs local businesses PCG and DPZ, growth vs value?
My allocation for stock portfolio is: Growth, Dividends, Index fund, Mad money (options trading, small cap, micro-cap). Other than index fund, those three don’t overlap.