Tip 10 When to sell

Here is the 3-step process I use to sell stocks:

  1. When a Summary changes from On Sale to Watch or Overpriced. This tells me the financials are getting weaker.
  2. When a 4M score drops close to 59 or lower. This tells me the overall business is getting weaker.
  3. When you make a profit. In other words, I only sell when I make a profit.

Remember Rule #1 Investing:

  • Rule #1, don’t lose money.
  • Rule #2, don’t forget Rule #1.

Remember the 4Ms:

  • MOS: The business continues to increase profits.
  • Meaning: The business has multiple scalable revenue streams.
  • Moat: The business has a strong competitive advantage against other companies in the same sector and industry.
  • Management: The business is led by a CEO with a track record of building businesses and increasing share prices.

Disclaimer: This is not financial advice. You alone have the authority to determine if a stock is suitable for you, and you accept responsibility for any trades you make at your brokerage using the tools provided by us or our partners.