If You Wouldn’t Buy It, Why Do You Own It?

When I sit down with a prospective client, a key question I ask them is: if you own an investment right now, and you were looking at that investment as though you had to decide whether or not you would buy it today, would you have a compelling reason to?

If you don’t have a compelling reason to buy it, why do you own it?

This perspective is important in evaluating whether your portfolio is positioned properly.

Many people have investments in their portfolio that they don’t understand so making this evaluation can be difficult. Seek a portfolio analysis and education that will empower you with the knowledge about whether or not your current holdings would be worth buying.

If it’s not worth buying, it’s not worth owning.