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Anonymous
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🤔 are your other 7, higher growth than MSFT & FB?
Fully agreed to trim, max growth should not own too much stock, just pick few highest growth. I juz own 5.
Focus is better than diversify.
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Depends if you think those few businesses are fundamentally stronger and will give you higher returns than MSFT/FB. These 2 companies have a wide economical moat and resistance to competitive advantage, if you can find busineses that are as resistant to competitors but are able to give higher returns, why not?