when you invest in a portfolio of value stocks, and you rebalance say quarterly or every 6 months, whats your signal to sell a stock that has appreciated in value? Because for example if the price jumps significantly the acquirer's multiple is likely going to increase such that the stock no longer exists in the top percentiles of the screen you used to justify the purchase in the first place. So how do you know when to sell?
Great question...I'm sure Tobias has said before you hold to the end of the year and if its no longer in the screener you sell regardless and buy something else that's in the screener... but it does seem like you can potentially miss out big time on some more up side. I'm really interested as well to know what Toby says...
@@turk9610 Tobias would you agree that even buying from the screener is still a better bet because of how cheap they are with high free cash flow, then a rising blue chip company. And if it goes down in a correction/down turn, buy more
