Selling or Holding

If deciding when to buy a stock or fund is hard, deciding when to sell is often even harder. This can be especially difficult when you have a big winner, and your position is an increasing percent of your total portfolio. On one hand, you don’t want to lose hard-fought gains by never selling. But on the other hand, long-term compounding is what yields extraordinary life-changing gains. How do you decide when to sell, and when to hold on?

Here is a handy publication that will help you answer this question. It’s dense and deep, but will help you understand your portfolio holdings better than you ever have.