The Importance of a Sell Strategy and Disciplined Rebalancing Approach
Excess ReturnsJanuary 19, 202000:17:13

The Importance of a Sell Strategy and Disciplined Rebalancing Approach

Summary: As difficult as it is to figure out the right stocks to buy, determining when to sell can be even more challenging. In this episode, we look at the important factors to consider when deciding when to sell and develop a systematic sell framework that can be used for both quantitative and traditional investors.

Justin's article on our tax efficient rebalancing method: http://blog.validea.com/a-new-method-for-rebalancing-helps-systematic-models-get-better/

Bloomberg's article, "Buying Is Easy, Selling Is Hard": https://www.bloomberg.com/news/articles/2019-02-15/ask-any-stock-market-player-buying-is-easy-selling-is-hard

Warren Buffett and Selling Stocks: https://www.cnbc.com/2019/02/28/how-warren-buffett-decides-whether-to-sell-stock-when-he-gets-bad-news.html

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Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long-term investors.

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Justin Carbonneau, Excess Returns Podcast, Tax Efficient Investing, Investment Strategy, Quantitative Investing, Jack Forehand, Sell Discipline,