3 easy steps to trim your portfolio

Published: 14th Aug 2024

By: Value Research

Why you should periodically trim your portfolio

Holding too many stocks can lead to over-diversification, diluting your returns. So, periodically trimming your portfolio is essential. But which stocks should you exit? Here are three simple strategies to guide you.

#1 Weed out the poor performers

Start off by identifying companies with weak financials. If a company has a high debt-to-equity ratio, low ROE (return on equity) and a negative cash flow from operations over time, it’s time to get rid of it.

#2 Stay in your comfort zone

Stay invested in business you understand. If you are unsure about a company’s business model, how it generates revenue, its competitors, the industry it operates in, etc., it might be wiser to let it go.

#3 Assess the future prospects

It isn’t necessary that a stock that generated hefty returns in the past will continue to do so in the future.To determine if a stock still has growth potential, it's crucial to evaluate specific factors. Discover these key indicators by clicking the story link below.