2025-06-03
9 分钟Here's your Money Briefing for Tuesday, June 3rd.
I'm Callum Borschers for The Wall Street Journal.
We've all been warned against falling in love with a hot stock that can thrill you today and break your heart tomorrow.
But it's just so tempting.
Some people call this dance with the one that brung you.
You stick with the person who makes you feel good on the dance floor.
And people do the same thing with stocks.
The risks of overcommitting to a single investment and the rare times when it actually makes sense.
That's after the break with Wall Street Journal intelligent investor columnist Jason Zweig.
Stay with us.
Investors are feeling good again after tariffs rattled the stock market this spring.
Some are feeling so good about certain high-performing companies that they're asking things like,
is it a bad idea to have 85% of my portfolio in NVIDIA?
Should I own some other stocks besides Apple?
These are the sorts of questions filling the inbox of Wall Street Journal intelligent investor columnist Jason Zweig,
and he joins us now to discuss.
So how about it, Jason?
Should these inquiring minds diversify their portfolios?
They should, Cal.
It's quite common for people to have over-concentrated portfolios.