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Old 11-22-2022, 08:58 PM
CoachKandSportsguy CoachKandSportsguy is offline
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Quote:
Originally Posted by 44Apple View Post
Related to all this is, how long do you hold after you buy? And when do you cash in your stock gains? After 10%? 20%?

I'm thinking of targeting my IRA oil/energy holdings first as they have basically doubled and I wonder if they might begin to tail off. I don't want to lose those gains.
First, well done on the gains. From a portfolio point of view, that is if you look at your pile of money and investments as a portfolio, the large gains become a higher percentage of the portfolio, which means you are less diversified, and you should sell at least 50% to 75% of the position to keep the gains, as well to rotate into the undervalued stocks or sit in cash and wait for the next undervalued, high return potential sector.

Second, trading is about loss aversion, both loss of principal and loss of gains. . . and not sure how you picked that sector, then repeat that sector selection again for other sectors

gains can add up