Digitaldino – Investing

Partial List of Reasons to Sell Stock:

Bad Purchase	Fixing a mistake *
	An Investment is just a speculation that went bad......and you did not sell.
Company Declining	Changes in Profits, Leverage, Key Metrics *
Company Changing	Strategy, Direction, Management, Focus, Unique Attributes *

Risk Tolerance Changes	Your willingness to accept risk changes *
Balancing Wealth	Diversify assets: Stocks/Bonds/Real Estate/Private/Crypto
Reduce Concentration	Too much of wealth in one Security. *
Intra-Sector Diversification	Move within a sector to reduce company exposure. *
Inter-Sector Diversification	Move between sectors to reduce industry exposure. *

Goals Met	Time Horizon or Price Point *
Sell-off/Technical Signals	Market Timing or move to cash *
Tax Changes	Anticipated Rate Increases *
Tax considerations.	Offset Gains/Losses *

Opportunity Cost	Better Investments Available off "The Street"
Liquidity	Money for other uses: taxes, education, vacations, etc.

* items that require selling one and buying another.

Complete List of Reasons to Buy a Stock

1 You think it will go up.

How to Evaluate Your Portfolio

Review your protfolio by removing one stock.

Would you buy the one stock at the current price for your portfolio?

If no, sell the one stock & find a replacement.

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