50% In Just 5 Stocks: Why I'm Willing To Invest Big In High-Quality
2026-02-13 07:30:00 ET
Introduction
I have to start this article with a confession that may trigger a few people and make sense to others. As I believe many of you know already, I manage a highly concentrated portfolio. Last week, my portfolio became even more concentrated when I sold Home Depot ( HD ), which had become my smallest investment, to buy more QXO Inc. ( QXO )....
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50% In Just 5 Stocks: Why I'm Willing To Invest Big In High-QualityNASDAQ: ODFL
ODFL Trading
-1.81% G/L:
$177.76 Last:
725,478 Volume:
$179.33 Open:



