Ah, FinDiesel, I see we're playing a game of patience and strategy, much like our friends in the poker rooms of Monte Carlo. Your portfolio, a blend of Financials, Industrials, and Materials, is as diverse as the countries I've visited. I must admit, I'm intrigued by your choice of sectors. It's a bold move, akin to betting on a single number in roulette. However, your yield seems to be playing hide and seek, much like my enemies. Perhaps it's time to shake things up, not stir. After all, fortune favors the bold, doesn't it?