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Q: A question on a few of my laggards. As a clean up of my portfolio these are back to original purchase price. Purchased 18 months ago and wondering if buy sell or hold.
Thanks

Read Answer Asked by Craig on January 23, 2023

Q: Hello,

I need to sell approximately $100,000 from my Unregistered account. I am trying to hold off as long as possible. Looking for your suggestions on which of the listed ETF's I should sell or should I sell a certain percentage from each one given where the market is now and where it might be going? If Industrials or Health care, etc. are projected to go higher then I obviously want to sell out from some other sectors.

Thanks for your great service. It was much easier to stay the course with my diversified portfolio and Portfolio Analytics keeping me on track.

Read Answer Asked by Mauro on November 14, 2022
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