Thanks, completely agree with you that it all depends on the framework. For example, I chose to invest some sum that I needed in 2 years but used same framework for them as I had been doing for longer term core picks.
I am sure if I had held on to them and followed same framework like core, eventually would have made decent returns…
I got carried away from the bull market but used same strategy thinking 2 years later I can sell something else but when time comes to sell you dont want to end up selling winners…at least thats what last few years taught me…
Overall as I said I am fine with portfolio returns as rest 85% did fairly well…
Crux is 2 years is not long enough for a framework with no clear sell strategy…
Thanks for sharing your experience as well!
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