On selling -

I don't marry a stock for life; my goal is to maximise my portfolio CAGR. So, when the story changes or I spot a better opportunity, I make changes.

When I sell is clearly described in my Pinned Tweet (relevant excerpt is attached).

Hope this helps.

IMHO, selling is even more important than buying.

In fact, I believe knowing when to sell is super important (yes, it isn't a crime). Too many people keep holding onto bad companies and hope for turnarounds. This hurts mental capital and also real capital (opportunity cost).

No biz knows that you own its shares so unfortunately, your loyalty is just one sided.

Market caps increase for two reasons - business growth and re-rating.

If the biz is struggling, one driver is removed and in most cases, it becomes a headwind.

Selling is underrated.