If 1% of your portfolio was Bajaj Finance in 2005, you’re rich.
If 1% of your portfolio was Reliance Capital in 2005, it doesn’t matters.
That’s why I’m okay with holding a well diversified portfolio. Across market caps & sectors.
Ohhh, did I told you Peter Lynch held >1000 stocks in Fidelity’s Fund and still somehow managed to beat the street for 10 straight years?