I believe this discussion is particularly relevant for those who...

I believe this discussion is particularly relevant for those who purchased DRO earlier this year and have benefited from its impressive run. The situation presents several challenges:

1. Portfolio Overweight: DRO may have become an overweight position in many portfolios, leading to questions about whether to rebalance.
2. Tax Implications: Selling shares can lead to significant tax consequences, which needs careful consideration.
3. Fear of Missing Out (FOMO): There's always the fear of missing out on further gains if one decides to sell.

I came across an interesting point about Microsoft employees during the dot-com boom who struggled to hold onto their shares. This highlights that regardless of whether a company is new or well-established, managing significant stock growth is always a challenge for non-institutional shareholders.

This might be one of the reasons why many investors find it easier to invest in ETFs, as they typically offer much less volatility.

What are your thoughts and strategies for handling such a situation?