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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Portfolio Cleanup Part 1:
I have needed to do this for a long time. These are a list of securities I have that are within a 15% profit or loss of where I purchased them.
Which ones to do see as an Add, Hold or Sell. Can you provide a short reason why for each. Thanks
Read Answer Asked by Charles on September 19, 2024
Q: Would you be comfortable buying any or all of these companies at these prices or would you wait for potential further weakness?
Read Answer Asked by Geoff on September 11, 2018