Hi guys,
so I'm in the fortunate situation of having invested in something that has performed extraordinarily well. Let's call it my "lucky shot". I'm now trying to figure out how to think about what factors to consider regarding when to exit and take the profit.
Here are some thoughts that come to mind:
- The marketvalue (MV) of the investment relative to my total portfolio.
- The MV relative to my annual income.
- If I had the current MV in cash, would I allocate it the same way?
- Do I have a better investment for the money?
Let me give you a better understanding of my situation, without using concrete numbers though, as I believe the actual numbers involved shouldn't affect the decision making process.
- I have an income that sustains me comfortably.
- My other assets are a house and a stock portfolio.
The value of my assets is distributed as follows:
- Real Estate = 69%
- Stock Portfolio = 12%
- Lucky shot investment = 19%
I'm not necessarily requesting concrete advice, although I'd welcome any thoughts. I'm just having a hard time thinking about this clearly.
Submitted April 28, 2017 at 04:26AM by passiveinvestive http://ift.tt/2oPal2d
