Less stocks, less trimming, less taxes. Less indexation? Not really, as one of these mega-winners finds you rather than vice versa.

The other practical issue here is 80 percent of institutional investment committees would have fired you 5 times in the course of putting up a 20,000 percent return.

And to be transparent, it highlights a flaw in smallcap investing — it’s hard to justify still holding Microsoft at a $1 trillion market cap by claiming you bought it on the IPO as a smallcap.