In this episode, Shelly Appleton-Benko and Lauren Shewfelt unpack one of the most overlooked aspects of investing: trimming your winners. While it may feel counterintuitive, your best-performing positions can quietly become your biggest source of risk. It’s a conversation about discipline, balance, and why a healthy portfolio requires trimming the roses – not just pulling the weeds.

--

Mentioned in this episode:

Odlum Brown When to Sell PDF