This is where a diversified portfolio makes sense. It's completely fine to take a "big bet" on what would amount to a years worth of returns/cash investment every now and then. But many great opportunities have already been priced appropriately, so the extra concentration of risk doesn't yield a great return.
If one was to be able to simply select the 50% of companies which perform better than the rest of the field. You would be in good shape.
If one was to be able to simply select the 50% of companies which perform better than the rest of the field. You would be in good shape.