As US markets reach new record highs, Naveen Kulkarni (Chief Investment Officer at Axis Securities PMS) emphasizes the importance of maintaining investments in these markets. He argues that overseas investments serve as a vital diversification tool, helping to mitigate risks from currency fluctuations and geopolitical uncertainties. Kulkarni points out that while the dominance of certain technology stocks raises concerns about market concentration, the long-term viability of these companies remains stable. He suggests that investors allocate around 5% of their portfolios to overseas stocks or exchange-traded funds (ETFs) to capitalize on global opportunities. Furthermore, he advises that the start of the financial year is an opportune moment to review and rebalance portfolios, particularly in light of upcoming quarterly results. Kulkarni notes that sectors such as power and capital goods are likely to see strong performance due to favorable conditions both domestically and globally.