Summary
- The author reflects on a blind spot in their two years of building algorithmic strategies: they haven't studied the actual portfolios, asset allocations, cash levels, or adjustment frequency of successful investors.
- They note abundant information on strategies but scarce data on how successful investors truly deploy capital.
- The post is a self-aware critique and a call for deeper practical research, not a specific investment thesis.
Quality assessment: Speculation / discussion piece – no data, backtests, or concrete signals provided. Low actionable value.