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Managing the Portfolio in a Bull Market
You're projecting forward what the portfolio could do and preparing yourself. You know, another example is one strategy that I had trades at night. It really does well in a market environment where the market,. it's a bull market, absolutely bull market type strategy long only. And you know, as the market was making new highs, the long term strategy wasn't performing like it had in the past. So transitioning is key. This subtle things like knowing those market divergences between what your strategy should do and what the market's doing.