Portfolio strategy/guideline

[Musicwhiz]

Keep your winners and sell your losers:

Hi buddies, I'm planning to sell my loser and want to buy more of my best winner to make it my core holding. However, I'm hesitant because it will dilute my unrealized gain (%) because I'm nearing my first 2 bagger experience. I am confident that this will still do better in the long run. Just like to ask your opinion, does the unrealized gain (%) matter to you just to have "multi-bagger" in your portfolio?

Actually, I always thought that focusing on the business was the key aspect of value investing. Don't get too obsessed over the unrealized gain % or "multi-baggers". My policy is - if the business is doing well and is not over-valued, I continue to remain a shareholder.