In Episode 406, David and Camden visit with Annie Duke about how to better manage our investment portfolios including when and what to sell. We also discuss a number of behavioral finance topics such as mental accounting, sunk costs, and goal myopia. Annie Duke is an author, speaker, and consultant in the decision-making space, as well as Special Partner focused on Decision Science at First Round Capital Partners, a seed-stage venture fund. Annie’s latest book, Quit: The Power of … [Read more...]
385 Plus: May 2022 Investment Conditions and Who Is Selling?
In Plus episode 385, we look at current investment conditions and why now is not the time to panic. We consider how the 2022 market decline differs from the bear market in 2020. We also consider who are the buyers and sellers when equity markets swing violently from day to day. … [Read more...]
372: When Should You Sell An Investment?
We explore four reasons to sell an asset with a focus on the Ark Innovation ETF, Bitcoin, and equity REITs. We also put the current stock market sell-off into historical perspective. Topics covered include: What are lousy reasons to sell an investmentWhat is a sell disciplineWhat are four good reasons to sell an investmentWhy and why not to invest in the Ark Innovation ETF (ARKK)Why growth stocks are getting crushed in the current market sell-offHow frequently does the stock market … [Read more...]
327 Plus: Investing Savings, Selling Individual Stocks and Reverse Stock Splits
In Plus Episode 327, we first review some new Plus membership options for existing members. Then we evaluate whether a member should sell her individual taxable stocks as she prepares for retirement. We help a couple decide how to invest savings that will be used for a downpayment on a house at an uncertain future date. Finally, we assist a member in analyzing what it means for his employee stock and options holdings now that his employer has announced a 10-to-1 reverse stock split. … [Read more...]
