I was reading on portfolio management. My portfolio has 10 tickers let's say two of them have grown by 50% and 2 went down by 20% . If I use pies e.g in trading 212 and set rebalance it would not put more money in my runners because I set it as 10% cap of my portfolio rather full my losers or even sell my winners to losers . That doesn't make much sense to me but that's the general advise I've been reading online.
What's your take on it? Let your winners run even if the original was 10% and now it's 15% ? Or rebalance on every DCA