No. of Recommendations: 0
Newbie at posting here, so please move if this isn't the best place for the question.

I believe in holding for the long term, even if the investment has already grown - thanks to TMF, I own a couple of ten baggers, and a few 5 baggers.

But at one point, it seems my portfolio could get out of balance - even with solid companies.

Would appreciate opinions on proper balance. Here are my holdings along with % of portfolio.

Thanks in advance

AMZN 11.5%
BWLD 7.9%
ATVI 7.1%
AMN 6.8%
JBT 5.9%
AAPL 5.9%
PEP 3.7%

Subtotal Top 7 = 49%

IBKR 3.3%
GILD 3.2%
TDG 2.5%
ROLL 2.4%
BRK.B 2.2%
SMG 2.1%
INFN 1.8%
AON 1.8%
PYPL 1.7%
GOOGL 1.6%
GOOG 1.6%
JLL 1.5%

Subtotal of these 12 = 26%

Next 29 = 24%

Total 48 positions = 100%
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