Taking Profits

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Whenever you sell a profitable position, it is an opportunity to tell people that those who invested in your portfolio have made money. Here are some questions to get you started.

  • What price and when did you buy the stock?
  • What were your reasons for buying the stock?
  • How big a position was it?
  • Did you write about it when you bought it?
  • What's happened since you bought it that has moved the price?
  • Why do you want to sell now?
  • Are you going to hold the cash, or do you have another stock in mind?