That was probably just as well. Yet, despite its vagueness, Mr McCarthy's answer had merit. Put it this way, tweak it and we have a useful, generic justification for putting a holding into a portfolio; or, indeed, keeping one that's already there - it'll do a job for us.
That's more significant than it sounds. It acknowledges that, in investment, the portfolio is more important than its components. The analogy with a football team is obvious - what's needed is a collection of investments that will work well together; that will complement each other; that will, if you like, function as a team.