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Wealth Twins Wealth Pack
138 members • $5/month
Fearless & Funded
75 members • $2,000
4 contributions to Fearless & Funded
1d •
Emotional Rollercoaster/tax-loss harvesting/rebalancing/switching
Hello, fellow Fearless & funded investors, I am here, not quitting and not going anywhere. I'm working hard behind the scenes. I have been paying debts and investing at the same time. Oh boy, I can't wait to be debt-free and focus 100% on investing. Question: How do you get over the emotion when rebalancing or switching(stocks) your portfolio? I hold a stock I bought over 1.5 years ago. The stock is underperforming; I have lost about half of the money I spent to acquire it. I think now is the time to let that go; it is time to trade the loser for the winner, but when I see how much money I have lost in this particular stock, I am like, maybe I should just wait; the market will correct itself. This is the hard part for me: letting it go when I lose. I would like to know how other people cope with this. Would this stock be eligible for a tax-loss harvesting strategy even though it is only 1.5 years old? Thank you
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Mar 24 •
Portfolio
I am so happy to join this community and value your expertise. As I go through classes and complete assignments, I'm unsure how to execute this step. I am on the point of building my portfolio, but I do not know what to do with the investment I currently have. I own some single stocks and ETFs. Should I leave these securities in this account and add the strategy I am trying to implement, or forget about this account, stop contributing, and open a new account for this new strategy? FYI, this is a ROTH IRA.
2 likes • 25d
@Nicole C. Yes, we did. The account is up and running. Thank you!
1 like • 25d
@Roni J Thank you!
Apr 1 •
Market and the news
How's everyone feeling about the stock market? Is the news worrying you and making you change your plan or are you full steam ahead?
5 likes • Apr 2
I am a little bit worried, but I am not going to give up. One thing I would not do is to make the same mistake I made in 2020-2022. I had stocks and crypto that I bought the year before Covid. The market was going deep down and by fear I sold my asset which are worth good money now. So no, I am not going to commit the same crime; I am going to hold on for dear life. I will keep buying. I am working hard on my mindset; I am telling myself Prisca, this is the good time to buy.
6 likes • Apr 2
Yes Nicole. I am working on staying away from news. I am grateful to be part of this class; I can't imagine being overwhelmed with all the news out there. My current mantra is "Reset, Refocus, and Execute".
Jan '25 •
📍Start Here!
Hi! Welcome to the Fearless & Funded Community! The Goal of this group is to bring together those that want to learn how to invest in the stock market the smart way to build wealth and become confident investors! To kick things off, please comment below introducing yourself Let us know: 1. Where are you from 2. What is the personal finance area you want to focus on 3. What immediate help you need 4. Pick a GIF that represents you in some way See you in the comments! 5. Comment and like someone else’s post ---------------------------------------------------------------------------------------- - Level up by posting insights and thoughtful comments - Help others level up by liking 👍 good posts and comments - Be kind - If you need help just ask the community 💪
1 like • Mar 14
Hello! Prisca here, residing in Chehalis, WA. I am ready to learn how to build wealth. 1- Long-term wealth strategies 2- Create passive income 3- Real Estate investing 4- Retirement Learning how to build an effective portfolio, how to research or pick securities (bonds, index funds, etc.), understanding asset allocation, and how to manage and rebalance a portfolio would help a lot.
0 likes • Mar 26
@Nicole C., learning is going well. I am starting to understand what I was doing wrong. Thank you!
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