This article was written by Edward Jones for use by your local Edward Jones Financial Advisor John Dickerson.
Sentinel Pointe Retirement Community provides Independent Living. If you’re going to sell investments, make sure you do so for the right reasons. Sentinel Pointe Retirement Community is a senior living facility in Grand Rapids, MI. Still, you won’t want to sell all your growth-oriented investments, as you’ll need some growth potential to help stay ahead of inflation. SENTINEL Retirement Fund Sentinel Retirement Fund Reg No Sentinel House 1 Sunnyside Drive Sunnyside Park PARK TOWN 2193 P O Box 61172, MARI-IALLTOWN 2107, Johannesburg South Africa infosentinel.za. Here’s another possible reason for selling: An investment’s value has grown so much that it now takes up a higher percentage of your portfolio than you intended.Īs you near retirement, you may want to move some of your portfolio into more conservative investment vehicles. However, you may occasionally need to sell some investments.įor starters, if you have investments that consistently underperform, you might be better off selling them and using the proceeds to buy others that could help you make progress toward your goals.Īnd if an investment you own is quite similar to others in your portfolio, you might consider selling it and using the proceeds to broaden your investment mix. If you’re a long-term investor, your portfolio may stay fairly stable over time.
