11Lun
How large is the $JEPI position?
We can't see your portfolio.
I would not sell it, especially as you mentioned the dividend yield is good and I can see that the TER is not that high.
I would consider selling single securities instead.
Because selling a fund just after 3 years of holding does not make much sense, except if you really need the cash in your daily life.
Alternatively, you don't have to sell the whole position but just a percentage of it, and reinvest the money elsewhere.
To answer your question:
I never sell, because I only buy ETFs, and I carefully pick them.
We can't see your portfolio.
I would not sell it, especially as you mentioned the dividend yield is good and I can see that the TER is not that high.
I would consider selling single securities instead.
Because selling a fund just after 3 years of holding does not make much sense, except if you really need the cash in your daily life.
Alternatively, you don't have to sell the whole position but just a percentage of it, and reinvest the money elsewhere.
To answer your question:
I never sell, because I only buy ETFs, and I carefully pick them.
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11Lun
@RaphGM Thank you for sharing that. I appreciate your insight!
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