I agree with your point that the capital has to be deployed in the best performing option. However its also important to have right position sizing of your portfolio. If a particular stock is contributing to 25%+ of your portfolio , then risk associated with it is also higher. Having said that it all depends on the individuals risk appetite and also on your conviction of the said position. I have seen some investors in this forum having a super concentrated portfolio of 3-4 stocks with 1 position upwards of 60% etc and doing extremely well.
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