$Cloudflare (NET.US)$ I love NET but I'm considering selling...

$Cloudflare(NET.US)$ I love NET but I'm considering selling down my position a bit. It's grown to about 10% of my portfolio now and given its valuation, that's a bit too much risk for me.

If you have some other places to put the cash I don't think you'll regret taking a bit off the table. Long-term I think it will continue to push higher, but in the near term any further price increase would be difficult to justify. There's better deals out there imo and if you're not paying tax on the sell there's next to no risk in selling.