one of the biggest mistakes i see (and have done myself) during bull markets is trying to catch everything
people see random alts up 10-20% and think they are missing out and constantly try to catch everything
this usually ends up churning thru gains on lower conviction trades and missing out on generational holds
and even if you successfully navigate the rotation game you still end up underperforming the guy who held the obvious things for several months
don’t over complicate things
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