Our email address is padcass at fool dot com. Got a question for the show? Send it to us! We'd like to hear from you, Adrian in germany. Adrian: With my portfolio growing in size, should i also consider selling some of my positionsin ing my latest editions, i hold over 20 individual stocks. From here on, it will get increasingly difficult to stay up to date on all company's developments. I'm curious to hear your perspective on the optimal degree of concentration in a private portfolio. Thanks.
What's the optimal degree of concentration in your portfolio? (0:25) Jason Moser discusses: - Nvidia warning that 2nd-quarter revenue will be lower than they'd previously guided - Why Nvidia's long-term thesis appears to be intact - A listener's question about whether to sell some winners in his portfolio (12:31) Shopify's down 70% this year. Does the former high-flier have enough of a moat to fend off the likes of Amazon? Ryan Henderson and Jose Najarro join Ricky Mulvey in a bull vs. bear debate over Shopify. Who made the better argument? Vote in our Twitter poll @MotleyFoolMoney Stocks mentioned: NVDA, SHOP, AMZN Host: Chris Hill Guest: Jason Moser, Ryan Henderson, Jose Najarro Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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