
"Google now is a little bit risky. I hope it was bought earlier but the rest is perhaps even more on the aggressive side."
The speaker offers a cautionary note on Google within highly diversified portfolios, suggesting that if investors purchased Google at a lower valuation, it might now be too risky given its aggressive positioning relative to other holdings.
Diversification or Diworsification (15 Diversified Portfolios Review)
October 18, 2025
Company Opinion