Equity-Portfolio.xlsx (22.1 KB)
This is about portfolio restructuring and i am in dilemma . i have got 35 stocks and i have divided it in two portfolios one is performing long term portfolio and second one is loss portfolio .
performing portfolio shows 53 % profit and average age of the portfolio is 1.5 years and that of loss portfolio stands at 10 % in loss and about one year of holding .
My holding will be for 10 years from now .
Now the question remain for me for both portfolios are as below.
Performing portfolio :
Since this is performing portfolio, shall i go on increasing this portfolio or shall i book the profit
Since this is Loosing portfolio, shall i go on trimming these stock or wait for some time for performance.
if some one having such experience on restructuring portfolio he can help or suggest me how to handle this situation.