Making End of Month Adjustments in Your Investing

Posted on Tuesday, November 30, 2021 at 10:50 AM

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Dan Passarelli, CEO - Market Taker Mentoring 

Now is a good time for making end of month adjustments in your investing portfolio. It's a nice reminder that it's time to look and see what stocks are not doing as well as you'd hoped and sell them; and buy stocks that have a better chance of running. I put it on my calendar every month to take a look at my investment portfolio.

This video shares some of the changes I've made this time around to my trading account. It looks at what stocks I sold ($ICLN, $NAPA) and what I bought ($MP).

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