 Nearly 10% of the growth in the first half attributed to five tech stocks. It underscores the consequence of not being invested in top performing stocks. That is inarguable. You have to own the best performers or your returns get clobbered. Some take that information and attempt to pick stocks to not include any of the other bad ones, but just own the big dogs. But these people are genuinely delusional. If this is you, I know it sounds harsh.