Comment by gen220

I don't think we're at odds here!

One possible solution to my framework is (1) to only buy things for which you have a coherent theory (2) that coherent theory holds water over the duration of your investing life.

It's possible that you had a coherent theory for purchasing TSLA at a certain price. If that price has out-run your theory, there is no contradiction in selling that TSLA and parking it in some place you have a coherent theory for, like VOO. This is maturity and humility, not hubris.

If I were in your position, I'd try to ask myself: does this decision to rollover TSLA into something I better-understand (e.g. VOO) fall inside or outside the pattern of "my own personal financial history has been more damaged by actions taken".

FWIW, "Time in beats timing" is a truism that applies to market-spanning indices, not a choice between individual securities. It would be a mistake to apply that logic to individual positions, unless you've given yourself the arbitrary restriction of only buying or selling TSLA and nothing else!