Eric Balchunas
Eric Balchunas|May 13, 2026 16:25
Let's deconstruct how 'easy' it was to own these picks in 2016. 10yrs ago S&P 500's exposure to Tesla was 0%, Nvidia was 0.1%, Bitcoin was 0%. Netflix was 0.3%, even Amazon and Meta were only 1.4%.. so yeah having sizable allocations in all those names is pretty awesome picking and foresight. Hard to see how this is even a debate.(Eric Balchunas)
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