Financial services vs. Industrials - Fear of missing out?

This update as of 14 Oct 2020 starts with an overview of my current asset weight allocation, post my latest investments as presented in The late October-buy. This is followed by the second graph, showing my asset returns so far.   

My strategy is still dominated by the big industrial stocks SKA-B.ST and ABB.ST and the -6.3% return of SKA-B.ST can to some extent explain the lesser total portfolio return. Meanwhile, two clear winners of this period are SWMA.ST and SHB-A.ST, two financial services stocks that comprise only a smaller faction of my total allocations. FOMO anyone?