Economic Updates

New Broadleaf Portfolio Strategy Piece: When to Sell

Written by Admin | Sep 2, 2011 4:00:00 AM

Discerning whether or not new investment data is actionable or simply noise to be ignored is one of the most difficult decisions in all of portfolio management.  In our opinion, the first step to gaining wisdom on this subject is having the courage to take an honest look at one's past.    

 

The attached Portfolio Strategy piece, The Land of Free Lunches, discusses three truths that we have found helpful in managing our portfolios on a long term basis, a high level overview of Broadleaf's sell discipline, and our unique approach to critiquing our own decisions after the fact.  

We hope you enjoy it.