This is Motley Full Answers. I'm Al Southwick and I'm joined as always by Robert Brokamp,

personal finance expert here at the Motley Fool. Hey, bro. Well, hello, Allison. It's the July

mailbag where we answer your questions. And this month, it's with the help of Motleyful

analyst Jason Moser. Should you buy a house now? What is modern portfolio

theory? And also hear Jason's thoughts on a lot of stocks. All that and more on this week's

episode of Motleyful Answers. Jason, thanks for coming back. Hey, you know, I mean, I told you,

you invite me, I'm going to be here every single time.

Thanks for having me back.

I mean, we appreciate it because we know you're a busy man.

And so we do appreciate that you carve out time for us and our little show.

Oh, come on then.

I've told you.

I've told you.

I've always, always make time for those important people in my life.

Rule number one, make time for Allison and

bro. I love it. Sounds like a good one to me. Everybody wins. All right. Well, I guess we should

just get into it. So the first question comes from Darren. I've subscribed to The Fool for over a year,

and I'm really pleased with the service. I would like to know your thoughts about my

holdings in Shopify. I've bought several times over the last three years and it's now over 35% of

my portfolio and I don't know if I should continue holding or trim down. What would you advise?

A good problem to have. I was going to say that exact same thing. That's a good problem to have. And I'm very glad that you have subscribed to our services and you're really pleased. That's what we aim to do. We aim to please and to help you make money. And so, yeah, this is one of those situations that we will find ourselves in from time to time as investors.

A nice problem to have, but something you do need to address at some point because it is going to be a little bit different for everybody.

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