As semiconductor stocks had a good run in 2024, sometimes it is important to exit and take profit to reallocate. While I do believe in the long-term vision of NVDA, I also think that it is important to diversify once you encounter a good bull run. Since US is an innovation-driven economy, technology will continue to perform. So in other words, you went in and made a good profit on NVDA -> You diversified to other tech Why is that important - here's a side story: A subscriber of mine had a call with me a year or two ago. He was all in NIO - a Chinese EV company. He got in around $20 dollars (roughly) I told him to diversify but he strongly believes NIO can be over $100. Today, NIO is sitting around $4.29 For moonshot, NIO could likely have hit $100, but it is also equally likely NIO will go to zero. That's why for long term investing - I am always trying to lower your risk (especially if you are a risk lover like me) This is because your goal to get rich is to only take necessary risk (and avoid unnecessary risk) Cheers, Eric ----- Eric Seto Chartered Professional Accountant (CPA) Chartered Investment Manager (CIM) Founder of 5MinInvesting.com In February, my goal is to help 20 people without a financial background to master investing through Investing Accelerator. Investing Accelerator is designed for people without a financial background. The goal is to achieve 30% return per year. In the first phase, you will learn long term investing and targeting 30% for tax free compound growth. This will help accelerate your overall wealth. In the second phase, you will learn monthly passive income to provide a more predictable cash flow (target 30% per year) which can cover your expenses. This will help accelerate your retirement goals. If you are interested, then let's hop on a call to see if you can benefit from the strategies in Investing Accelerator and get 30% per year. During the call, we will map out exactly how you can achieve 30%, what you are lacking, how you can improve.