The S&P 500 continues to hover near all-time highs, putting many investors on edge over valuations. I continue to recommend gradual portfolio shifts, away from the large-cap tech stocks that have dominated this year's gains and into theWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contri ...