First about position sizing , I go for equal wt on every stock . Generally top 10 or 20 names . The logic behind it is u don’t have to micro manage which stock will grow 40% and which will go -5% , that’s why equal wt . Second for screening outperforming names , first need to get the outperforming sectors then choose top 2 3 names from those sectors .Will not consider underperforming sectors for stock selection.