pigstand wrote:
人有旦夕禍福，寧願保...(恕刪)
網路上看到的：
Warren Buffett
In his 1996 shareholder letter: While most managers and asset allocators are trading their winners because it has gone up a lot or because it has become too large of a portion of the fund, Buffett simply holds and lets his winners ride.
The analogy that Buffett used was one from basketball. From Buffett:
> To suggest that this investor should sell off portions of his most successful investments simply because they have come to dominate his portfolio is akin to suggesting that the Bulls trade Michael Jordan because he has become so important to the team.
所以說，再平衡的策略也不見得就是正確的。真正正確的策略，就是讓你賺最多錢的策略。
