Amid a rallying U.S. stock market as we approach the end of the year, I'm increasingly concerned about having too much concentration in my portfolio in large-cap U.S. growth stocks, which is the category that has driven the majority of not only this year'sWith 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 b ...