Trend Allocation Is More of an Essential Add-on Than a Good to Have

I think timing is hard and timing leads a lot of time to be proven skill versus luck. And therefore, because human beings have very short memory, they can very easily attribute a good call as skill and a bad call as bad luck. So that's how we're trying to approach it. By all means, just purely looking into a sharp ratio and looking into the data, you'd be inclined to do like 100% in trending, 0% in all the rest,. But that's not how we should be allocating money anyway. I'm not sure if that kind of makes sense.

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