At what point do the upsides far outweigh the downsides and it just makes sense to be 50% China 50% Saas?

I know the top line risks are the government in China (which is impossible to truly price) and AI with software, but at what point does it just not make sense to rebalance into these names long and sit back? I keep running numbers and I keep tinkering them to make these names not show up at the top of every single buy list. I don't want to be 50% in two industries but I might have to be!