From Morningstar: 2024-11-22 03:35:00

Valerio Baselli discusses the importance of knowing when to sell investments with Russel Kinnel, Director of Ratings for Morningstar Research Services. They list three bad reasons to sell a fund: short-term performance, making macroeconomic calls, and focusing too much on income rather than total return. It’s crucial to stick to a long-term plan and not make hasty decisions based on short-term fluctuations.



Read more at Morningstar: 3 Bad Reasons to Sell Your Fund