How to Achieve an Optimal and Manageable Portfolio

Why is it so important for You to “Look Left to be Right?”

Tim, Danny, and Don discuss the various, CORRECT ways to:

  • Trail stop losses so market makers don’t abuse you.
  • How to offensive sell to harvest gains without giving too much upside away (when to sell).
  • Hedging legacy positions, restricted stock positions, or simply positions with large taxable gains.
  • The importance of having an established Sell Point BEFORE you Buy!
  • How to screen for dividend and growth stocks for an optimal, manageable portfolio in either genre.

Then they go over positions in the portfolios along with recent moves made.

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As always, if you have any questions or have a topic you would like discussed on the show, or simply want a complimentary portfolio review, then reach out to any of us via email:, or