10-29-2021, 09:04 AM
(This post was last modified: 10-29-2021, 09:07 AM by ken-do-nim.)
(10-29-2021, 08:33 AM)fenders53 Wrote: I would do both. Sell small amounts throughout the year. Just DCA in reverse. Sell a little more when it is actually up. I don't know that much about your company, but the sector will bleed hard in a severe market downturn. That is very likely to bother you if you are overweight shares? There will be a storm and I think you should ride it out with some of that money in blue chips or indexes.
Makes sense; thanks! I'm still very overweight in company stock; I've sold about $50k so far this year but that just breaks even with how much goes in (bonus, ESPP). Next year I will ramp it up so that it starts to go down.