Dev Kantesaria, managing $4.5 billion at Valley Forge Asset Management, highlights a focused investment strategy. Nearly 50% of his portfolio is concentrated in just two stocks: Fair Isaac ($FICO) at 34.93% and S&P Global ($SPGI) at 19.58%. Other top performers include Mastercard, Moody’s, Intuit, Visa, and ASML. While concentration can yield significant gains, it comes with risks. A well-researched strategy is crucial—stay vigilant, monitor your investments, and adjust your approach based on market shifts. Stay informed! 📈✨
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