Latest / Wealthion - Be Financially Resilient
Jonathan Wellum: The Biggest Mistake Investors Make With Winning Stocks
When should you sell a stock that's been one of your biggest winners? According to veteran portfolio manager Jonathan Wellum of ROCKLINC Investment Partners, the default answer is almost never...unless the investment thesis has fundamentally changed. In this conversation with Maggie Lake, Wellum explains why long-term investors often hurt returns by selling too early, chasing market trends, or reacting emotionally to volatility. He outlines the three legitimate reasons to sell a stock, discusses why taxes shouldn't dictate investment decisions, explains how Warren Buffett approached trimming…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.