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> I held all my stocks because, well, what else was I going to invest in?

I recently learned about a class of investment strategies called tactical asset allocation. One aspect of TAA is to switch to some other asset when your main one isn't performing well.

It's a form of market timing but it's systematic and backtestable. Reallocating once a month, a lot like a rebalancing that even B&Hers probably do.

This site [0] has some interesting articles on their blog. HAA has really piqued my interest [1].

[0] https://allocatesmartly.com/what-we-do/#whatistaa [1] https://indexswingtrader.blogspot.com/2023/02/introducing-hy...




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