Becker Private Equity & Business

Scott Becker on Knowing When to Trade or Hold 2-16-22


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In this episode, Scott shares his advice on when to know whether to trade or hold an investment.

Evaluate if it’s worth holding
Know the overall allocation/ Do you have to trade something you already have in order to invest in something new?
Contemplate how convicted you are that it is a good investment
Consider the tax implications
...more
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Becker Private Equity & BusinessBy Becker Private Equity & Business