Replying @nathanworden

I think sometimes people overthink active investing. The right picks might be the ones already right in front of you in the portfolio. It can be as simple as adding more positions into it.

You do not have to do the biggest plays and buy into the next big thing. The stock market is always forward thinking, so are you in the past.

Passive investing sounds fine until you realized reds creeping towards -50%. Like a bonsai pot, your portfolio needs trimming. Sell the ones that are not performing, those that do not follow your investing thesis and add them to your winners.

Slowly sell away your losers (~10% every time) and add them to your winners. That, I think is smart investing.