Source: Bloomberg, Netwealth
When should I sell my holding?
It is usually best to exit share incentive programmes as soon as possible to reduce the risk of over-exposure to one company’s stock. Investors should also ask themselves whether they would feel comfortable buying more of the same stock today. If not, then it may well be sensible to begin chipping away at the position and diversifying your portfolio.
If you have any questions about how you can ensure you are making the most of your investments, please give us a call on 020 3795 4747.
Please remember when investing your capital is at risk. The value of your investments may go down as well as up, so you could get less than you invested.