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Q: Hi 5i team,

I知 thinking of selling a few stocks at a loss to balance out capital gains (I trimmed NVDA since my stock position got too high). I can cover an equivalent loss by selling two (or a combination of all 3) of the following stocks: DIS, TTD and CRWD. I bought all 3 at a much higher price. CRWD and TTD have had a nice bounce and I知 thinking that the near term environment of debt ceiling and sell in May could be a good time to take losses. I知 wondering if you have other items I should consider related to selling now versus later this year? If later, what would be a good time to consider?

I have other similar tech stocks such as GOOG and ZS and I知 wondering if I should consider another proxy for any or not bother? And I知 also wondering about re-buying at a reasonable entry point after 30 days for any of the 3 or simply move on?

I壇 appreciate any insights you could provide.

Thanks as always,

Read Answer Asked by Lisa on May 19, 2023

Q: Hi 5i Team,

I have a handful of smaller position stocks that have not done well and that I believe I should high grade. Which ones you would recommend moving on from?


Read Answer Asked by Jonathan on February 27, 2023
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