Owen Raszkiewicz

You're like, bingo.

If that's the case, then that's your thesis.

It's done.

You can use that to inform you.

But I would say just actually focus on the company or the ETF or whatever it is that you've, or the shares, focus on that first and foremost.

Now, the second reason you would sell anything, in my opinion, because we talk about just accumulating great things, the old Robert Kiyosaki assets column thing, and that's for portfolio management.

And the best and easiest way to think about this is, you know, you have a limited amount of money.

So let's say, Kate, you've got a million dollars and you've got, you know, $100,000 now in a company that's 10% of your portfolio.

It's done really well for you and you're thinking,

Well, actually, I think there's another investment that might be better now because I've held this one for a couple of years.

It's done really well.

I think there's something else.

The way to think about this is, as Chris Judd, the footballer, the AFL footballer, said to me is the way he thinks about it is he thinks about it like a team.

There are many investors that do this.

They think about it like a team.

You have your best players on the field at any one time, but then if one of them starts to show weakness or you're no longer happy with them, you substitute them and you bring someone else on.

There's a fancy theory for this called opportunity cost in finance.

But basically, if you find a better option, consider it.

But keep in mind that you might pay tax when you sell, right?

Yeah.