Investopoly

Ep 332: When should you sell an underperforming investment?


Listen Later

New Report: The Evidence-Based Approach to Investing in Property & Shares: download here.

Read full blog here.

In this episode, Stuart tackles one of the toughest decisions investors face: when to hold onto an underperforming investment and when to cut your losses. While it’s tempting to sell and move on, legendary investor Charlie Munger reminds us, “The big money is not in the buying and the selling, but in the waiting.”

Stuart explores the natural cycles of markets—recovery, expansion, and downturn—and why timing matters. Some investments, like the S&P500 and the Nikkei 225, show that patience often pays off, even after prolonged periods of stagnation. But how do you distinguish between an investment that needs more time and one that’s fundamentally flawed?

He provides practical guidance for reassessing investments, highlighting the importance of revisiting your original decision, understanding opportunity costs, and knowing how to strategically exit when the timing is right. Stuart also shares real-world examples, from property markets to emerging markets, to help listeners make informed decisions.

Whether you’re a seasoned investor or just starting, this episode will equip you with the tools and insights to navigate the complex question of when to hold or sell. Tune in to learn how patience, perspective, and strategy can shape your investment success.

Do you have a question? Email: [email protected] or for a faster response, post a comment on the episode's video over on YouTube: https://www.youtube.com/@investopolypodcast/podcasts

If you're interested in working with my team and me, discover how we can work together here: https://prosolution.com.au/prospective-client/

If this episode resonated with you, please leave a rating on your favourite podcast platform.

Subscribe to my weekly blog: https://www.prosolution.com.au/stay-connected/

Buy a one of Stuart's books for ONLY $20 including delivery. Use the discount code blog: https://prosolution.com.au/books/

DOWNLOAD our 97-point financial health checklist here: https://prosolution.com.au/download-checklist/

IMPORTANT: This podcast provides general information about finance, taxes, and credit. This means that the content does not consider your specific objectives, financial situation, or needs. It is crucial for you to assess whether the information is suitable for your circumstances before taking any actions based on it. If you find yourself uncertain about the relevance or your specific needs, it is advisable to seek advice from a licensed and trustworthy professional.

...more
View all episodesView all episodes
Download on the App Store

InvestopolyBy Stuart Wemyss

  • 1
  • 1
  • 1
  • 1
  • 1

1

1 ratings


More shows like Investopoly

View all
The Property Couch by Bryce Holdaway & Ben Kingsley

The Property Couch

71 Listeners

Property Investment Podcast Network by Momentum Media

Property Investment Podcast Network

21 Listeners

The Money Puzzle, with James Kirby by The Australian

The Money Puzzle, with James Kirby

49 Listeners

Property Investment, Success & Money | The Michael Yardney Podcast by Michael Yardney; Australia's authority in wealth creation through property

Property Investment, Success & Money | The Michael Yardney Podcast

22 Listeners

Your Wealth by NAB

Your Wealth

7 Listeners

The Elephant In The Room Property Podcast | Inside Australian Real Estate by Veronica Morgan & Chris Bates

The Elephant In The Room Property Podcast | Inside Australian Real Estate

14 Listeners

Australian Investors Podcast by Rask

Australian Investors Podcast

21 Listeners

Australian Finance Podcast by Rask

Australian Finance Podcast

29 Listeners

Pizza and Property by P&P Media

Pizza and Property

17 Listeners

this is property by John Pidgeon

this is property

7 Listeners

Inside Commercial Property by Rethink Investing

Inside Commercial Property

8 Listeners

Retire Right by Glen James

Retire Right

22 Listeners

Scouting Australia Podcast by Australian Property Scout

Scouting Australia Podcast

7 Listeners

Australian Property Podcast by Rask

Australian Property Podcast

9 Listeners

Aussie FIRE | Financial Independence Retire Early by Hayden Smith & Dave Gow

Aussie FIRE | Financial Independence Retire Early

7 Listeners