Well done! A great post to learn from.
I do believe not to "put those eggs in one basket," as you have mentioned in any investment portfolio. There must be diversification. Over the years, I have seen growth based on this. When one investment is performing poorly, the other is rising to the occasion, and vice versa.
Make no mistake. I have also experienced times when they would do the same, good or bad.
When it is the latter, it is the times that you pray at your hardest.

Good luck with the contest, and thank you for the invitation.