Jump to content

What tools do you use to help you decide when to sell?


Recommended Posts

Just sold half of my best performing position ever.  (For the curious, it was ENPH bought in 2017, idea from Dan Loeb 13F)


So, how do you go about deciding when it's right to sell?  Any online tools or strategies that have worked well for you?  Do you watch volume figures to help decide?


[ If interested in my own small process, this was my internal debate, and how I decided to sell ]


Arguments for holding:


Part of me thinks it could keep going up for a lot longer during the upcoming Biden years, so I ought to let this winner just keep running.  Along these lines, another temptation to hold comes from Fidelity research that the best performing accounts were from people who forgot about their accounts or were dead so the accounts sat idle for years.  https://twocents.lifehacker.com/the-best-investors-literally-forget-about-their-portfol-1782581085


Arguments for selling:


I had to fight back these thoughts with Buffettisms like "Buy from pessimists, Sell to optimists" and the decision became final when I checked insider buys/sells and saw that it's all sell for the last few years (the only buys were stock option strike prices of 18 instead of at-the-time prices in 60s) https://www.dataroma.com/m/ins/ins.php?t=y&&sym=ENPH&o=fd&d=d and


Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now

  • Create New...