8Lun·
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16 Comentarios

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Let it run, buy & hold
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However you do it, you'll be annoyed!

Why?

Because you don't have a strategy that answers your question. All you'll get from the community is a swarm of opinions that ultimately won't help you.

Look for a clear, robust, backtested strategy rather than opinions from a bunch of semi-experts. 🧐
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No matter which position you sell, you'll be annoyed in a few years 😂
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@Simpson It may be, but you should still consider selling from time to time and realizing profits from time to time. You definitely won't get any poorer from it.
For example, I sold my entire position in Varta $VAR1 on 05.08.2021 at a price of EUR 158.15.
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@felix_fx_art According to Kostolany, a sale must "first be worthwhile", returns are made when you sell at several 100%. The slogans about profits, no one has yet become poor, etc. are a strategy that will never yield big profits, as you cut your best shares too early... I don't think Visa will be like Varta ;-)
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Always a good strategy: limit profits and let losses run...
How about SL?
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We have Apple at a buy price of €4.50 (split-adjusted)...
If you sell a doubler you never have a tenbagger...
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If you always sell at +40-50% you will never double or triple.

Trim the weeds and water the flowers 😉
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I can understand your question. With Apple, for example, I'm also well in the black now. But in the end I don't need the money right now. If Apple drops sharply now and then rises again nicely in 5 years, that's fine by me. I've picked out my shares and I'll just keep saving them (only if I'm still convinced of the company, of course).
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@Lukas98 yes, I can understand it too, I won't need it for my own home for another 3-4 years, or maybe even later
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@marco74774 Why sell shares for a home? 🙈 Or are you also planning to rent out units?
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Do you have another share with more potential in prospect? If not, let it go.
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Let them run as long as they do not make up an excessively high proportion of the portfolio. If they do, then rebalance at most. With the exception of Linde, I have all of them in my portfolio and in the case of dips I tend to top them up with a savings plan
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Here I would look to take some profits on stocks that have performed extremely well in order to increase the position in the event of a setback.

However, I would look at the long-term P/E ratio and the general market expectation. There is an extreme hype in the AI sector, where profits are taken in order to take advantage of the falling stock markets and increase the position here if Donald Trump wins.
I understand the question.
The goal should come first. Why did I invest?
Do I want to have earned this much in xx years? And if achieved, is everything gone because I reached my goal?
Did I spontaneously make a good profit because things went well? Should I take the plus out?
Do I want to invest in a long-term withdrawal savings plan?
If achieved, I take it out...but which one?
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Microsoft has performed just as well as the MSCI World over the last two years. That's why I reallocated here.
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