I watched that program ( https://www.youtube.com/watch?v=uznxKyt8ttY ) and yea it really sound so crazy when I first heard. But I dont think this guy is stupid and he explained why he did that in a very logical and rational way. And against the other sceptical people, he could easily hammer his points more but I think his attitude of not being combative is actually very helpful. He was really secure while defending his argument. I must say I am pretty impressed. Also for your notice how Kevin avoided his question by saying "No more than 5% in any one stock". Well, he's asking how much total do you have in the stock market. I think, Kevin lost his credibility in his argument when he couldn't answer the question directly.