NEA is 46% of my superfund. I am very comfortable with this proportion. I believe diversification is for investors that are not confident in managing their investments. I think the saying is diworsification. Diversification protects your capital but it does not grow your capital. Currently my superfund is up 61% this FY, mainly due to NEA.
NEA Price at posting:
$3.01 Sentiment: Buy Disclosure: Held