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1100%
r/valueinvesting
When do you take profits?
Investor summaryBullish
Value investor asks for advice on when to take profits after UNH shares surged 50% in one year.
Bull points
- Successfully identified an oversold opportunity and executed a disciplined batch-buying strategy.
- Achieved a 50% return in one year, validating the long-term buy-and-hold value investing approach.
UNH价值 / 回购
Post body
So my first tranche of UNH shares just hit the one year mark and I am up 50% and the hardest part like always at least for me is knowing when to take profits. I have 5 batches I bought as it was falling just about a year ago. Normally I am a long term buy and hold value investor but never seem to get the taking profits part right. If I am being honest I am happy with a 50% pop since I figured it would take a few years not one to make that. I try to always keep it simple and not over analyze my investments but I felt that this was oversold at the time.
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