John Maynard Keynes famously said, “If the facts change, I change my mind, sir. What would you do, sir?”
The above quote is so apt for markets and stock calls. While it is admirable to be patient and sit tight but nothing like the virtues of flexibility and willingness to accommodate information and adapt views.
Well as it goes: “Put all your eggs in one basket and view the basket closely” but be ready to change some eggs in the basket when the “Facts” change.