🟢ALWAYS ALLOCATE TO THE BEST EXPECTED FUTURE RETURNS.
Do not get attached to something where the story changed from when you bought it.
- Maybe the valuation doubled. - Maybe competition is stiffer than expected. - Maybe growth is unlikely to be durable.
Always re assess your current positions on a regular basis & look for better opportunities.
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🟢ALWAYS ALLOCATE TO THE BEST EXPECTED FUTURE RETURNS.
Do not get attached to something where the story changed from when you bought it.
- Maybe the valuation doubled.
- Maybe competition is stiffer than expected.
- Maybe growth is unlikely to be durable.
Always re assess your current positions on a regular basis & look for better opportunities.