Oddbean new post about | logout
 Thanks for your wise caution. Here’s what I do:  

Starting position was 50% FBTC, 50% MSTR, all in tax-advantaged accounts.  

When MSTR pumps 1-5% ahead of more, I'm quickly rebalancing into FBTC back to 50/50.  I never sell the FBTC.  If MSTR reverts to mean, I'll HODL and wait until it becomes my race horse again in the future.  

And by future, I mean decades.