Nancy Graham, PWL Capital Investment Advisor - CA and Registered financial planner in the Ottawa, Ontario region – a Canadian portrait.

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January 22, 2010

Selling can be hard to do. How to immunize your portfolio from selling mistakes.

I spoke with John Budden of CFRA’s Business at Night about why investors find it hard to sell investments – even when it is in their best interest to do so. 

Listen here to find out what you can do to protect yourself from expensive mistakes.

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By: Nancy Graham | 0 comments
January 8, 2010

Why is it so hard to sell investments?

Aunt Martha left you 10,000 shares of XYZ Co.  Your advisor highlights that XYZ now comprises 25% of your investment holdings and you should diversify.  Do you hold them or sell them?   In our regular series, the Science of Investing, Greg Hubert of CFRA Business at Night and I discuss the resistance many investors have to selling.  Considerable research has been done to understand why investors hold onto investments when rationally they should not. In this Part 1 of a two part series, we talk about “Why is it so hard to sell?” Listen here.

 

 

By: Nancy Graham | 0 comments