No one on FinTwit seems to have interest in portfolio management. Despite its importance. At least noone tweets about it. Am I wrong? 
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Would be fun to see
@macrocephalopod@bennpeifert@dampedspring@moreproteinbars@KrisAbdelmessih@VitruviusCurve or@cloudy_cl@NotQuiteMidlife talk about how they think about sizing / overall portfolio risk, being above or below high water mark, factors or other such topics
I wrote some thoughts here but I’m not sure how applicable they are to most people!https://twitter.com/macrocephalopod/status/1461456567522537473 …
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One thing I do have an opinion on is stop losses. I think the best thing is to reevaluate a position after a price move, and decide whether you want to hold onto it on its own merits. Stop losses can get you out of a losing trade quickly, but if you need to use them, to me
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it’s a sign of a deficiency in your decision making process. Better to try and improve your decision making!
End of conversation
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