Subject: Re: Nothing burger
Well done tecmo!

Curious, if you are willing to share, how big % were those two bets at the time, and how large are they now, and how many positions do you typically/currently hold?


GOOG is one of my largest positions but it mostly grew into that over a long period with a fairly modest original allocation. It's about 14% of my port now and I have been thinking about trimming. I am thinking I will keep it at or below 15% going forward.