X @Ansem
Ansem 🧸💸·2025-10-08 13:48
Investment Strategy - The industry suggests that frequent portfolio rebalancing ("Rotating") can hinder investment performance [1] - The industry recommends infrequent portfolio rebalancing, potentially annually or less [1] - For investors with capital, the industry advises against selling and rotating assets, instead advocating for continued investment in winning assets [1] - The industry notes that rotations can be beneficial early on but detrimental if implemented late [1] - Selling assets triggers tax events and potentially leads to parking capital in underperforming assets [1] Market Analysis - The industry uses Bitcoin (BTC) as an example of an asset to hold instead of rotating into potentially inferior investments [1]