portfolios and rebalancing, page-8

The point of a strategy however is to take the emotion out of it.
Sometimes the strategy will win for you when a company you liked too much falls over.
Sometimes it will fail for you when they make it big.

The truth of the matter is that TIS is still very speculative, an all or nothing bet.
If you have a strategy, stick to it. You put it in place for a reason.