05-04-2017, 04:14 PM
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.