When Should You Sell An Investment?

Money For the Rest of Us

J. David Stein

Investing, Investing Podcast, Business, Economics, Economy

4.5 • 1.4K Ratings

🗓️ 26 January 2022

⏱️ 30 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

We explore four reasons to sell an asset with a focus on the Ark Innovation ETF, Bitcoin, and equity REITs. We also put the current stock market sell-off into historical perspective.

Topics covered include:

What are lousy reasons to sell an investment
What is a sell discipline
What are four good reasons to sell an investment
Why and why not to invest in the Ark Innovation ETF (ARKK)
Why growth stocks are getting crushed in the current market sell-off
How frequently does the stock market correct by more than 10%

Thanks to Mint Mobile for sponsoring the episode.

For more information on this episode click here.

Show Notes

Bitcoin Bounces Back After Falling Below $33,000 by Anna Hirtenstein—The Wall Street Journal

Selling Out, Memos From Howard Marks—Oaktree Capital Management

Here's Cathie Wood's advice to her fund's investors after a 58% sell-off in Ark's flagship ETF by Matthew Fox—Markets Insider

Related Episodes

291: How To Survive the Coronavirus (COVID-19) Shutdown

302: Investing is Not Knowing

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Transcript

Click on a timestamp to play from that location

0:00.0	Welcome to Money for the Rest of Us.
0:03.7	This is a personal financial show on Money, how it works, how to invest it, and how to
0:08.2	live without worrying about it.
0:10.4	I'm your host David Stein, today's episode 372.
0:14.4	It's titled When Should You Sell and Investment?
0:18.4	The Arc Innovation ETF, ARKK, launched in 2014.
0:25.2	ARKK Invest, the sponsor of the ETF, was founded by Kathy Wood.
0:31.2	The Arc Innovation ETF gained 150% in 2020, yet it has lost close to 58% since February
0:41.0	2021.
0:42.0	It's down 25% year to date.
0:46.1	If you own the ETF, should you sell, Bitcoin reached an all time high of $69,000 for one
0:54.6	Bitcoin on November 9th, 2021, that was shortly after we published episode 362 on Bitcoin ETFs.
1:04.2	Now this morning, Bitcoin is selling for $36,000 per Bitcoin.
1:09.8	It fell as low as $33,000, that's a loss greater than 50%.
1:15.8	It's the eighth time since Bitcoin was launched in 2009 that it has fallen more than 50%.
1:22.4	And it's the third time since 2018, including last year when Bitcoin fell 52% from April until
1:30.8	July.
1:31.8	Should you sell Bitcoin?
1:33.8	Equity Real Estate Investment Trust gained over 40% last year.
1:39.1	One of the mutual funds I own in the REIT space, the Double Line Colony Real Estate
1:43.8	Income Fund, DBRX, returned 50% in 2021.
1:48.8	Now reach your down close to 10% year to date.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from J. David Stein, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of J. David Stein and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.