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re: Taking gains- what’s your approach?
Posted on 1/27/24 at 12:30 pm to Pendulum
Posted on 1/27/24 at 12:30 pm to Pendulum
A lot of good advice. I really like
The idea of one or two stocks not exceeding a certain percent of the portfolio.
Palo is 13% of portfolio, Stryker is 12%, Now is 8.5% and then Amazon, Microsoft and CRM is right behind those. I like all my top holdings for the long haul and that’s why it’s been hard to sell any. I could sell a little and put into a fund that encompasses those to minimize risk. I’m 37 so willing to take risk but at some point I’d actually like to realize gains
The idea of one or two stocks not exceeding a certain percent of the portfolio.
Palo is 13% of portfolio, Stryker is 12%, Now is 8.5% and then Amazon, Microsoft and CRM is right behind those. I like all my top holdings for the long haul and that’s why it’s been hard to sell any. I could sell a little and put into a fund that encompasses those to minimize risk. I’m 37 so willing to take risk but at some point I’d actually like to realize gains
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