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Strategies & Market Trends : Value Investing

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To: Ccube who wrote (78177)	10/5/2025 1:26:41 AM
From: Madharry	Read Replies (5) of 78465

You raise a slightly different of an issue i spent sometime this weekend ruminating on. is there an optimal way to rebalance your portfolio? are you really bettter off not trying to rebalance your portfolio just because shares in one company or industry have appreciated. should you sell more of your winners to fund more purchases of your losers? Is overvaluation a good reason to sell a stock? I have not done a whole lot of research into this but it seems there is surprising little analysis that has gone into this. As far a gold miners go, I think that if you own gold or buy gold miner you are buying into the notion that government will continue to purchase gold but I have on idea why. would they not be much better off buying stock , oil reserves, copper reserves, even bitcoin? I personally see gold as an emperor has no clothes situation. I own a bunch of silver coins because I figure if the shit hits the fan i can exchange silver coins for food. but what am i going to do with an ounce of gold?

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