Currently sitting on $100k in ATRFX. Total Return is around +30% over the last year – should I sell and reallocate? Or, stick to this winner

Most of the investments I made last year are down.

One silver lining, however, is ATRFX, which is up ~30%. I’m considering selling ATRFX and reallocating towards some of the stocks that are down. Is this a good idea? Or should I stick to a winner? ATRFX isn’t really a typical stock but a mutual fund strategy that thrives on market volatility (lol). So, maybe it’s not such a bad idea to keep the stock in the next few months?

What do you guys recommend I do?

submitted by /u/kqztochk
[link] [comments] https://www.reddit.com/r/stocks/comments/16q6ye1/currently_sitting_on_100k_in_atrfx_total_return/
Created 1y | Sep 24, 2023, 4:20:23 AM


Login to add comment

Other posts in this group

Rate My Portfolio - r/Stocks Quarterly Thread September 2023

Please use this thread to discuss your portfolio, learn of other stock tickers, and help out users by giving constructive criticism.

Why quarterly? Public comp

Oct 21, 2023, 1:20:16 AM | reddit stocks
Tax planning when selling one stock to buy another stock?

When you sell a stock to buy another stock, do you prefer to set the estimated amount of the capital gains taxes aside in a money market or do you think it better to

Oct 18, 2023, 6:20:11 AM | reddit stocks
Retirement Planning's-3 stocks could help power your investment portfolio and make you wealthier by retirement.

Saving for retirement is crucial, but relying solely on a 401(k) might not be enough due to high inflation. Consider investing in growth stocks, especially in the tec

Oct 18, 2023, 1:51:00 AM | reddit stocks
r/Stocks Daily Discussion Monday - Oct 16, 2023

These daily discussions run from Monday to Friday including during our themed posts.

Some helpful links:

Oct 18, 2023, 1:50:58 AM | reddit stocks
Discovery Financial Services (DFS). Any good ?

I’m think this is not a good investment as there is no chatter at all on the 52 week low. They are involved in a class action lawsuits by investors and credit card co

Oct 18, 2023, 1:50:56 AM | reddit stocks
Tax implications of selling one etf for a dividend etf?

Sorry if this is the wrong sub. Let’s say I had $1 million in VOO but I wanted to sell half of it to buy SCHD. It would suck to pay taxes on $500k. So how would you g

Oct 18, 2023, 1:50:53 AM | reddit stocks
Crocs Stock Analysis (CROX)

Hey guys, I did a deep dive into Crocs. In this analysis, I will do a brief breakdown of the company and go over some quantitative data, qualitative data and estimate

Oct 18, 2023, 1:50:51 AM | reddit stocks