Which of my positions do you think I should make bigger (and why)?

On the following months I'd like to go for:

Airlines: $UAL (+2,45%) or $IAG (+0,35%) --> Good momentum, growth ahead, undervalued.

Insurance: $CS (+1,06%) or $ALV (+0,47%) --> Good dividend, good momentum, good perspectives, high dividend.

European Banks:
$ISP (+1,93%) or $CABK (+2,05%) --> Undervalued Vs American banks, better environment than years ago with lower valuations, higher interest and more security... possibility of gaining stock apretiation while receiving high dividends.

Homebuilding: $LEN (-0,09%) --> They have a clear problem with lack of homes in the US, good valuation, good growth prospects.

Also tempted to double with my pharma losers $CAH (+1,43%) and $AMPH (+4,41%) , bought them when they were with good momentum and they've underperformed since, but I still like the future prospects... High growth, small caps, good drug portfolio... If I still like the numbers and they're cheaper now, should I double my bet here?(I hate going against momentum). $PFE (-0,65%) also on the list, but I have it on a small saving plan. Shifting momentum but still early to say so I prefer to buy slow...

I'm not planing on adding stocks that are not currently in my portfolio.