I think I see the disconnect re: timing the top. I don’t think in terms of a top. I think in terms of an elevating floor. Rather than trying to anticipate or think about a peak, I think about acceptable loss from changing positions.

Using my own positions as an example, if Google dips below $1990, I can accept the outcome of exiting at that point. If the price were to climb to $2200, my new floor would be $2090. The actual amount I’d be willing to lose comes at a threshold lower than than those marks, so my approach is to be at peace operating in a range of acceptable outcomes. This removes a need for timing, and promotes sanity by coming to terms with an outcome before it materializes.