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WallStreetMan
@WallStreetMan
1Anno·

Dealing with losses - Keep or Sell?


Hello dear community,


I am new here on getquin and wanted to start a discussion on the topic of dealing with losses.


I myself, like many others probably, started investing after the Corona crash and got influenced by the growth-above-all preachers. Since I'm in my mid-20s and my goal is long-term capital accumulation, I quickly bought stocks that were wildly overvalued at the time, like $NET (+2,85%) , $SQ (-2,38%) , $APPS (-0,49%) or $PLTR (+5,77%) I bought.


Due to professional stress, I had traded less actively in the past year and just let the portfolio run. The result is a stock portfolio 25% in the red, which was fortunately cushioned somewhat by my base investments in ETFs (80% of my total investment). Nevertheless, I am now faced with the decision whether to sell such deep red things or not? The goal of these investments is still capital generation.


I would be interested to know how you deal with such values and what are your worst investments so far?


In the sense, despite unpleasant topic, on a good exchange 🤙

#growth
#stockpicking

8 Commenti
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Stefan L.@Salamistar
1Anno
A very good article has already been written on the subject of losses. I currently also have three shares that have suffered a bit with -20%. But since I continue to believe that $MMM gets the problems under control. I remain in it. With $MPW is already more difficult, should the accusations prove true. The thing is probably worthless. Well, no risk no fun. How are your ideas of your "problem" shares?
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WallStreetMan@WallStreetMan
1Anno
@Salamistar Thanks for the tip, but unfortunately I have not found a post where this was discussed in detail. $NET I am still convinced, both sales and the development of profitability fit, the question I ask myself more generally is whether you can achieve such applications again, now that the market is acting more rationally again. $PYPL $APPS have both also got on the lid, although the latter is probably a better investment. PayPal can and will continue to keep strong competition in the payment sector. $SQ I have immediately repelled after the report of Hindenburg, with the mention of fake accounts came directly memories of Wirecard up 😂
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Stefan L.@Salamistar
1Anno
@WallStreetMan The rising interest rates and the crisis in the banking sector have of course hit some stocks pretty hard. Of course, people are trading a bit more rationally and with less fantasy. That's my assessment at least. I am also convinced that the increased interest rates will still have their full effect. Whereby, of course, the duration until renewed interest rate cuts will play a role. Well, I wish you good luck in any case, no matter how you decide.
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Ella Marie Waschbär@DividendenWaschbaer
1Anno
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Stefan L.@Salamistar
1Anno
@DividendenWaschbaer exactly that was meant. Thank you!
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Staatsmann@Staatsmann
1Anno
$NET and $PLTR are both tech stocks that have suffered anyway due to the market environment. In the end, you have to think: Are you convinced of the investment case? If so, why are you thinking about selling? If you are no longer convinced, out with it 🤷🏼‍♂️
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WallStreetMan@WallStreetMan
1Anno
@Staatsmann $NET plays a gigantic market... the question is only whether such valuations can ever be achieved again
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Dividenden-Penner@Dividenden-Penner
1Anno
It is difficult to give advice. I also have one or two deep red positions - but all solid dividend payers. Therefore, stay cool and collect dividends (quote is not mine). As long as the stock's business model works I see no reason to sell and would sit it out. 🤔
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