Coastwise Monthly Dividend Newsletter

Musings on financial matters that impact your wallet and your life.

 

The issues presented monthly in the Coastwise Dividend Newsletter can be nuanced and complex.  While the objective of the newsletter is to provide information you can apply immediately and profitably, it should be noted that everyone’s circumstances are different – and there is no practical way we can cover all the aspects of a given topic without causing your inbox to explode.  To learn more about some of the trading, hedging, income generation and other techniques discussed in the newsletter and applied daily here at Coastwise, please feel free to contact us directly for a one on one discussion.

Archive

Selling Strategies

Even ‘buy and hold forever’ investors like Warren Buffett sell holdings from time to time, perhaps even more often than his reputation suggests. Why sell an investment? There are good reasons, and not so good reasons, why investors sell. Here are some of the major ones: Good Reasons to Sell A security has reached what you think is full valuation. All assets have an historical valuation range of based on various metrics – P/E ratios, multiple of sales, cap rates, etc. Sometimes assets are cheap, sometimes they are expensive. While bubbles, let alone strong markets, can go on longer than people think they ‘should’ (just ask Allen Greenspan who predicted an end to the internet mania driven stoc

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