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Balancing
#3
My portfolio business plan suggests selling a portion of my holdings when it exceeds 8% of the portfolio. I often do what DividendGarden does when I'm near that point. I've also sold a few shares of a way overvalued (in my opinion) stock when I wanted to add another company to the portfolio to diversify further. Usually I've felt equivocal about those decisions but that passes after a while.
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“While the dividend itself is merely a rearrangement of equity, over time it's more like owning an apple tree. The tree grows the apples back again and again and again, and the theoretical value of the tree doesn't change just because of when the apples are about to fall.” - earthtodan


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Messages In This Thread
Balancing - by crimsonghost747 - 05-04-2017, 08:03 AM
RE: Balancing - by DividendGarden - 05-04-2017, 09:22 AM
RE: Balancing - by Dividend Watcher - 05-04-2017, 04:14 PM
RE: Balancing - by Forticus - 05-05-2017, 10:21 AM



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