As a trader is it important that I should always be right in my market view?

It is a hard question to answer but let us look at an illustration. Let us assume that after due deliberation and analysis you have arrived at a total weightage of 25% to rate sensitive stocks. Considering the uncertainty over interest rates, you have chosen to maintain this discipline. Over the last 2 quarters, rates have been benign and you realize that your rate sensitive portfolio has been sharply outperforming the rest of your portfolio. You logically arrive at the conclusion that if you increase the exposure to rate sensitive stocks then your overall portfolio returns will go up. What exactly should you do? Should you shift a larger chunk of your portfolio into rate sensitive stocks or should you stick to your discipline of 25% exposure to rate sensitive stocks only. Remember, in the long term being disciplined is more important than being right. Let us understand why!