Diversify, But Do Not Abandon Tech

2026-02-13 09:10:00 ET

After more than three years of stellar gains, technology companies, or more specifically their stock prices, are struggling. Expectations for economic acceleration and overly concentrated portfolios have led investors to reallocate to many previously ignored parts of the market. While I believe there are interesting non-tech opportunities and some reallocation is justified. I don't think investors should abandon the sector....

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