How to Take Profit

Nate Silverstein: I would love to hear more color on how he takes profit. He says, if you bought every one of my winners, the day I sold it and you held just six months longer, you'd have the best performing track record in the history of finance. And then he says, does he follow quantitative method for allocation max to a given sector theme? And does he rebalance periodically? So I'm going to say no to anything quantitative. That's definitely not me. We spoke about it. I haven't had a producer since I sold my sandwich over a year ago. I just hate producers. It takes a high threshold for me to be willing to buy