You’re nervous cause it is a major allocation in your portfolio? You’d rather get 4x returns in 5 years, than in 1 year, even though in both the cases tomorrow a black swan can happen and take away the gains?
Why is that?
Since you invested in these companies in decent valuation, you should be the least worried, as once the tides turn you have a huge margin of safety to offload these companies on top of new entrants.
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