Excess Returns, Episode 7: The Importance of a Sell Strategy and Disciplined Rebalancing Approach

As difficult as it is to figure out the right stocks to buy, determining when to sell can be even more challenging. In this episode, we look at the important factors to consider when deciding when to sell and develop a systematic sell framework that can be used for both quantitative and traditional investors.

We discuss:

  • Why it is important to develop a sell strategy up front
  • How to limit the impact of emotion and biases on your sell strategy
  • The different rebalancing timeframes that work best with the major investing factors.

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Articles, References & Sources:

Justin’s article on our tax efficient rebalancing method

Bloomberg’s article, “Buying Is Easy, Selling Is Hard

Warren Buffett and Selling Stocks