The Globe and Mail reports in its Monday edition that the Two-Minute Portfolio is a continuing experiment in simple Canadian market stock picking where you invest equal amounts in the two largest dividend-paying stocks in each of the 11 sectors in the S&P/TSX Composite Index. The Globe's Rob Carrick writes that in 2023, when equities did well, the 2MP system bagged a 15.8-per-cent total return of dividends and share price gains that compares with a gain of 11.8 per cent for the index. Part of the strategy is that when one particular sector is flying, the 2MP gets only a taste because its exposure is limited to 9.1 per cent per sector. This diversification rule also contains the damage when a sector is annihilated. Last year was an odd one in that most sectors had at least a little something to offer, performance-wise. Mr. Carrick says that with exposure to each sector, the 2MP racked up many wins. The only drag sector for the 2MP last year was telecom, where BCE and Telus lost 5.8 and 4.2 per cent, respectively. Each year, some buying and selling is needed to ensure the 22 holdings are in more or less equal balance and include the two largest dividend stocks in each sector as measured by market capitalization.