Now this isn't to say you can't tweak allocations over time.<br><br>New narratives will pop up, some of your original theses will change, and that's ok.<br><br>As long as you aren't randomly rotating from coin to coin without any substantiative basis for doing so.
Now this isn't to say you can't tweak allocations over time.

New narratives will pop up, some of your original theses will change, and that's ok.

As long as you aren't randomly rotating from coin to coin without any substantiative basis for doing so.