$Cloudflare, Inc.(NET)$ Lesson

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$Cloudflare, Inc.(NET)$ Lesson in sizing for folks here today. NET was my top holding, over six figgas. It got hit on a conservative guide (ER was completely fine), so it dropped to my #4 holding today all by itself. However, I'm down less than 1% for the day in my port. Why? Because I don't let anything grow larger than 15%, unless there's a damn good reason. NET was at that level. Had it spiked 15-20% I would have trimmed it back, (unless there was a damn good reason). Let your winners run. Ruthlessly cull your losers. But don't get unbalanced. Equilibrium is key, both in markets and in life.

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