Which of the following are reasons to consider selling an investment that is currently in a portfolio?
I. The investment has met the original objective.
II. Better investment opportunities currently exist.
III. The outlook for the investment has improved.
IV. The investment has not met expectations and no change is expected.
A) I, II and IV only
B) I, III and IV only
C) I, II and III only
D) I, II, III and IV

Question

Quizplus · Accepted Answer

Reasons to consider selling an investment include when it has met its original objective (I), when better investment opportunities exist (II), and when it has not met expectations with no change expected (IV). An improved outlook for the investment (III) is typically a reason to hold or buy more, not sell.

Which of the Following Are Reasons to Consider Selling an Investment