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home / news releases / BYDDY - Retirement Account Annual Review: 'Love It Or Sell It'

BYDDY - Retirement Account Annual Review: 'Love It Or Sell It'

BYD Co Ltd ADR
  • I reevaluate and re-balance my retirement account in mid-to-late January - after I have my annual statements and time judge how the market trades early in the year.
  • While I also perform quarterly reviews, the annual review is the most important and is guided by my simple rule: "love it or sell it."
  • The task-at-hand is made much easier by the fact that there are no immediate tax-consequences by selling gainers in a qualified retirement account.
  • For those who care to read about my portfolio management thought process and considerations for the year ahead, please read on.

For further details see:

Retirement Account Annual Review: 'Love It Or Sell It'
Stock Information
Company Name: BYD Co Ltd ADR
Stock Symbol: BYDDY
Market: OTC
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