Should You Sell Your Stocks?

If Microsoft is 7% of your benchmark, if it's 5% of your fund, you're behind. I think that's why there's so much skepticism because they're like, hang on, I don't want to be the one buying at the top here. It turns into this reflexive self-reinforcing process where people have to chase a higher or else they're just going to be behind. That never ends well though, does it? Because that's when we start to get into, especially if you get retail sucked into that.