I tend to agree. Like many on this board I own SQ, Shop, ANET, NVDA, and LGIH, making up over 55% of my portfolio. I like all those stocks… A LOT. But won’t be adding to them. 5 stocks making up 55% of my portfolio is enough.
Don
Long SQ, Shop, ANET, NVDA, LGIH, NTNX, CGNX Hubs, TLND, UBNT, MU, and NKTR.