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The Fourth Principle: Hang On to Winners, Sell Losers

How do you know which stock to sell? First, keep in mind that your remaining stocks should be the ones with the best potential for advancing. Second, check with your financial or tax adviser about any tax consequences your sell decision could have. After that your choice is simple but not necessarily easy: whether to sell your biggest losers.

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Copyright © 2025 JAMES INVESTMENT RESEARCH, INC. | All Rights Reserved

James Investment Research, Inc. is registered with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940. The information and opinions on this website are for general information only, based on sources we consider reliable, but cannot guarantee its accuracy. It should also not be regarded as a solicitation to buy or sell any securities mentioned. Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or replacement for, personalized financial advice, as it does not take into consideration your unique financial situation, goals, or requirements.

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