re: Stocks on your watch list

In hindsight, I think I need to change my portfolio management philosophy, especially in a bull market.

If a stock grows to more than 15% of my portfolio, I stop buying to make sure I have some diversification — even if it is mostly growth tech. I’ve missed out on a ton of potential growth in stocks I love ROKU, APPS, SQ, PINS, etc. over the last few months because I stopped buying all of those stocks when they were 50-75% less than their current price. Should have just kept investing...