Ok, after some losses, now a more solid idea is starting to form for me what constitutes a good portfolio diversification. Obviously, trying to diversify over assets is a good idea, but besides that, as @CavaliereVerde mentioned in his own live portfolio post, volatility BREAKOUT -> trend following, and breakout fading -> Contrarian Darwins need to balance each other.
I will make a more full post later when I get a clearer picture, but for now:
LVS 5k, THA 5k, SYO 5k -> 50%, trend/contrarian, news, stocks
Trend following FEG/GAF 3000, ASY 2000 -> 5k
Need counter trend ones = 5k to balance this. CLA from what I observed, has both built in, like LVS, so that won't do. Another method I think that is good to find counter trend ones is to search for significantly positive divergence on large capital Darwins. Need to further research this.
Need 5k asian scalpers. So far, HCP seems to doing scalping. Need more research. SKJ after changes maybe worthy as well. This will amount to total 30k! Excellent. I am super unhappy that FEG/GAF/ASY is super EUR dependent, and .. well just about all darwins are Diversifying over assets is proving to be difficult.
Gotta find negatively correlated darwins to balance each other out. I made a whole post ranting about current diversification factor calculation being incorrect - because it does not favor negatively correlated Darwins, and never got a proper official response I'm going to stick to my own version of "correct" for the time being now, enough waiting!