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If you own 25 a sass companies and then a biotet company for diversity, you're not actually diverse. So yes, i would absolutely positively encourage to own on the high side of o of smaller cap companies. But at the same time,you do also have to make sure, i always think about my port folios. If you own all chinese companies, that you are exposed 100 % to china,. It doesn't matter if you own two companies or 50, you still are absolutely positively exposed to something exogenous to any of the individual companies.
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