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Here's your money briefing for Tuesday, June 3rd.

I'm Callum Borshers for the Wall Street Journal.

We've all been warned against falling in love with a hot stock that can thrill you today and break your heart tomorrow.

But it's just so tempting.

Some people call this dance with the one that brung you. You stick with the person who makes

you feel good on the dance floor, and people do the same thing with stocks.

The risks of overcommitting to a single investment and the rare times when it actually makes

sense. That's after the break with Wall Street Journal Intelligent Investor columnist Jason Zweig.

Stay with us.

Race the rudder, raise the sails, raise the sails! Captain, an unidentified ship approaching, over.

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Investors are feeling good again after tariffs rattled the stock market this spring. Some are feeling so good about certain high-performing companies that they're asking things like,

is it a bad idea to have 85% of my portfolio in NVIDIA?

...