「If you own Berkshire or Visa or JNJ (as we do) and they are working, you lock them in your portfolio and let them run. With individual stocks, you DO NOT rebalance — but eventually, you may have to make a sell decision. That is an entirely different conversation.
Asset classes mean revert. Any stock can go to zero, but an asset class cannot. And the reason to own an individual name (versus an index) is that it has the potential to outperform that broad index. That’s why you DO NOT rebalance them — it defeats the primary purpose of owning individual companies.」
這樣的說法你認同嗎？
jnj stock 在 Three-Stock Lunch: JNJ, CVS & D - YouTube 的美食出口停車場
Victoria Green of G Squared Private Wealth joins 'Power Lunch' to discuss stocks hitting new lows, including Johnson & Johnson, CVS Health ... ... <看更多>