Using the in$-$class activity solution $[$week$\_5$ Pivot Is Covid a market tail event.xlsx$],$ please consider this situation:

Your investment strategy is to allocate $80\%$ of your portfolio in the top $4$ performing sectors as measured by Sharpe Ratio.

The $80\%$ allocation is distributed across the $4$ sectors as follows

Sector Ranking Pre$-$Covid

$($based on Sharpe Ratio$)$ Sector Weight on Investment Portfolio

$1$ Health Care $30\%$

$2$ Industrials $25\%$

$3$ Information Technology $15\%$

$4$ Consumer Discretionary $10\%$

Which of the following changes would make sense as part of a portfolio rebalancing in the post$-$Covid period?

Please note you are making this decision based on the observable performance post$-$Covid

Group of answer choices

Increase the Health Care weight in the portfolio

Increase the Industrials weight in the portfolio

Reduce the Information Technology weight in the portfolio

Increase the Consumer Discretionary weight in the portfolio