Wednesday, August 9, 2023

Time to check and adjust your stock portfolio

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Is this a good time to adjust and make changes to your portfolio?


SUMMARY:

What is the answer to that question? Indeed, it will depend on the stocks you are holding.   Here is another question for you. Are your stocks have more room for growth? Do you think your stocks have given you gains to justify keeping them longer?  Do you want to protect some of your gains?  Do you want to realize some gains this year?  Do you need some cash to reinvest in other investment vehicles?  These are some of the questions most investors are facing as we are getting closer to year-end.

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