best to be clear, I don't personally care whether you chose to come on board or not - just as I don't give a fig about Noob's cringeworthy history of laughable lies.
The fact is I'm on board. I was here at 3c and I am here now.
And I haven't sold a single share, even as PCK has grown to over 30% of my folio.
To me buy and hold are in practice exactly the same decision, at something close to the same price.
And 30%+ screams for a portfolio rebalance - but for PCK I'm breaking my own rules.
If I felt the ride up was over, or new gains are far off, I'd sell.
If I felt PCK was still a good investment - but not exactly both a brilliant and a secure investment, with exponential free cash flows starting to roll in - I'd definitely sell at least half. At VERY least I'd recoup my original capital and "free-ride".
No, I'm not "rebalancing". My money is with the best.
