Thread: Investing 102
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Old 08-28-2012, 04:08 PM
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GregWeld GregWeld is offline
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Good question. I'm not sure there's a quick or easy answer...

Let's examine a couple things.

Let's say a stock has doubled... okay... why? Great growth - new products - killer earnings...

Are you willing to take a double or take some off the table.... but what if it goes up 300% or 1000%...

I think it's up to each individual - their risk tolerance - their gut feelings etc. Personally I have several instances of multi hundred % gainers.... and I'd be a lot richer if I'd let 'em all ride instead of selling along the way...


BUT - there's always a big butt!


Nobody ever went broke taking a profit.

I'd say if you're not fully comfortable with your diversification... or your not comfortable having an outsized gain... then do what makes you feel good.

I'm never one to sell "all" unless something has fundamentally changed and I just don't want anything to do with the company. Scale in - scale out... so take 25% off the table or 15%...

The other big butt....

This question also depends on your tax situation - and don't overlook this detail. Is the gain long term or short term -- HUGE tax hits on short term.... AND is it in a tax account or an IRA/ROTH where taxes are deferred so have less impact.
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