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Hi Noah, where is the line crossed from healthy portfolio concentration to over concentration? As in, I have 5-6 main assets in my portfolio that I'm active on (cvx, gmx+glp, cvxFXS, dopex (dpx + rdpx) and spell). I have some smaller positions as well but I feel like that's still too spread out. fxs and cvx has overlap, dpx may have future overlap with cvx, as examples. Do you have any thoughts on this? Thank you!



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