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The stock makes sense for growth portfolios when: Market valuations seem stretched Ross offers reasonable valuation and proven cash flow generation when high-growth names trade at extreme multiples Portfolio balance requires defensive growth names not every position needs to be high-risk, high-reward Retail sector exposure is desired Ross provides cleaner growth characteristics than most retail alternatives Tax-deferred accounts need steady compounders the lack of dividends and consistent business performance makes Ross well-suited for IRAs and 401(k)s Portfolio Sizing Considerations Ross stock deserves meaningful allocation if it fits your strategy, but probably shouldn't dominate a portfolio

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