To Sell or to Hold Checklist

To Sell or to Hold Checklist
http://www.bivio.com/crowriver/files/Webpages/To%20Sell%20or%20to%20Hold%20Checklist.pdf


Portfolio Management Workshop


PORTFOLIO MANAGEMENT

Portfolio Management essentially consists of the activities that help investors reach desired investment goals. It is the art of optimizing holdings and increasing the value of a portfolio. And it takes some common sense and diligence to do it successfully. At times, it even takes a little courage.

This workshop will discuss the process and the tools at your disposal to make the most of your investments. It may also suggest some answers to some of the questions you may have about when or why you should sell your stocks and what you might want to do in today's market.

20 Questions to Focus the Hold versus Sell Decision

Key to Investment Success
20 Questions to focus the hold versus sell decision
http://spreadsheets.google.com/pub?key=txuLCrK4TZX_7uR7KDlLE7A&output=html

The Ultimate Hold-versus-Sell Test

Here is the overriding primary test, followed by observations on why it is so critically important: 

Knowing all that you now know and expect about the company and its stock (not what you originally believed or hoped at time of purchase), and assuming that you had available capital, and assuming that it would not cause a portfolio imbalance to do so, would you buy this stock today, at today's price? 

No equivocation.  Yes or no? 

Answers such as maybe or probably are not acceptable since they are ways of dodging the issue.  No investor probably  buys a stock; they either place an order or do not. 

Here is the implication of your answer to that critical test:  if you did not answer with a clear affirmative, you should sell; only if you said a strong yes, are you justified to hold.