05-21-2021, 05:11 PM
Somewhat balanced is usually better 75% of the time because it gives you options to adjust. I'd keep a few triples in small quantities to feed your gambling bone and let it ride. There are times when leverage seems clearly better but those times can be years apart. It could be a long time before a 2020 dip occurs, or maybe not. Just have to be prepared to jump on it. It's not easy. It's a good feeling to be able to swing a few % of your port into something you know is good in a year when it is temporarily crushed.