05-03-2014, 12:04 AM
(This post was last modified: 05-03-2014, 12:04 AM by earthtodan.)
Thanks for posting this, it serves as a reminder to take the business plan idea off the back burner. Lots of moving parts swimming around in my head though.
I do wonder about the necessity of selling a position because it becomes too much of your portfolio, in this case over 8%. Do you have a high growth expectation for any of your stocks? Actually maybe this applies more to a bear market. Let's say the market takes a serious downturn, and one of your positions becomes more than 8% by virtue of holding up the best. Do you trim it?
I do wonder about the necessity of selling a position because it becomes too much of your portfolio, in this case over 8%. Do you have a high growth expectation for any of your stocks? Actually maybe this applies more to a bear market. Let's say the market takes a serious downturn, and one of your positions becomes more than 8% by virtue of holding up the best. Do you trim it?