3Ano·

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 (+1,21%) , $SQ (+2,09%) , $APPS (-5,49%) or $PLTR (+0,63%) 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

6 Comentários

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$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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@Staatsmann $NET plays a gigantic market... the question is only whether such valuations can ever be achieved again
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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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3Ano
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@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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