…On why you shouldn’t fall in love with any particular company or stock:
This is exactly why I tend to get nervous when any single portfolio allocation passes the 15% level and much prefer to spread the portfolio contract totals around in three groups: STARTERS - The Bench and The Player Development Squad. Makes me think about how the allocations should be spread out and limits the damage from head on collisions and other non-dandy things that occassionally go KA-BOOM!
Just a very humble opinion of course.
All the Best,
BDH Investing