How do people here think about concentration vs diversification after a strong run? Over the past few years, my portfolio has become more concentrated in a handful of large-cap tech names (GOOGL, DELL, AAPL, MSFT, META, TSLA). These were companies I understood and wanted to hold long term, and the strategy has worked well so far. The interesting part is that some positions have grown much larger than their original allocation. At what point does a successful investment become too much concentrat
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