Although I have a lot of holdings, my top 10 is close to 40% of my portfolio. The reason why I don’t want to sell is, selling is really hard. There could be future 10-100 baggers which may be overvalued today, but will compound. Like Charlie Munger says “Don’t interrupt compounding”. I don’t think any of these are super overvalued. Can you point out which ones you think are overvalued, I am happy to re-evaluate the positions, likely I will still keep them though.
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