I like MSTR long term, but at the moment the price is very high vs its net asset value.
The company does a great job of raising capital to arbitrage that situation when it occurs, but outside investo...
Thanks for your wise caution. Here’s what I do:
Starting position was 50% FBTC, 50% MSTR, all in tax-advantaged accounts.
When MSTR pumps 1-5% ahead of more, I'm quickly rebalancing into FBTC back to 50/50. I never sell the FBTC. If MSTR reverts to mean, I'll HODL and wait until it becomes my race horse again in the future.
And by future, I mean decades.
Starting position was 50% FBTC, 50% MSTR, all in tax-advantaged accounts.
When MSTR pumps 1-5% ahead of more, I'm quickly rebalancing into FBTC back to 50/50. I never sell the FBTC. If MSTR reverts to mean, I'll HODL and wait until it becomes my race horse again in the future.
And by future, I mean decades.
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