Replies to post #80211 on Mohacsy's Safe Portfolio Member Forum

[cgavin5]

Thank you Nick,

I'm trying my best to improve holdings overall. It's one thing to have nice returns, it's another to be able to get consistently higher asset values.
So I sold IBM and am not doing well on my stock timing with OXY. However the IBM sale offers 2 things. One, is freeing up cash for other investments, the other is having to decide which investments from a short list to open or add to.
Since I don't typically invest in stocks in my portfolio that are going up t nor do I dividend reinvest in those stocks, I have a dilemma. That being that the best performing stocks go up, but don't increase quantity- just increase in value. The cost basis stays low though. The worse performing stocks go down or stay the same and the dividends are reinvested, reducing the cost basis. Catch 22 is that it takes a long time to get positive on these stocks and when they do, stopping the reinvestment cycle yields nothing more in quantity. Seems counter productive cost-wise.
Over all it's increased portfolio values, but I'm not really that ecstatic from the results. Just happy. Could be better.