when to sell stocks Archives - The Dividend Guy Blog

Sell Your Winners Before It’s Too Late [Podcast]

Your best stocks won’t stay perfect forever. We lay out a clear framework to decide if/when to take action on winners—whether that means holding, trimming, or exiting. Let's walk through how to define acceptable risk per position, evaluate concentration, and confirm the move. The goal isn’t to cap upside; it’s to make confident, rules-based decisions when a winner gets big—or starts showing cracks. Join our Free Newsletter to end the buy and sell struggles. You'll Learn Why …

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How to Clean Up Your Dividend Portfolio (Without Panic or Regret)

Blog, Investing Strategy

Every investor’s portfolio ends up a bit like their garage. You start with good intentions. You add new positions. Then, over time... it becomes a cluttered mess. You’ve got duplicates, tiny holdings you forgot about, a few sentimental “losers,” and probably a couple of overgrown positions too. Spring is the perfect time to declutter your portfolio—and I’ll show you how. First: Why You Need to Clean It Think of your portfolio like a garage full of tools. If you’ve got seven different …

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Stocks Falling on Earnings–What to Do? February Dividend Income Report

Blog, Dividend Income Report

In 2016, I made a life-changing decision: I took a sabbatical, put my family in a small RV, and drove to Costa Rica. Upon my return in 2017, I officially quit my job as a private banker at National Bank and started working full-time on my baby: Dividend Stocks Rock. I also decided to manage my pension account held at the National Bank. I’ve built this portfolio publicly since 2017 to make a real-life case study. I decided to invest 100% of this money in dividend growth stocks. In August 2017, …

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4 Tools to Buy and Sell With No Regrets [Podcast]

Blog, Investing Strategy, Podcast

You're not alone. Among the thousands of investors we talk with yearly, the main struggle remains how or when to buy and sell. So today, we’ll share four tools (and a bonus!) to do it without regrets! You'll Learn While we’ll use some Dividend Stocks Rock tools, investors can find free alternatives or build their own. Mike did exactly this when creating his membership website. A stock screener is the first tool that can ease your buy-and-sell struggle. What should a good stock screener …

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