When to Sell a Stock "Winner" | DIY Money Video

In this episode of DIY Money, we tackle a burning question from Corey: “What do I do with my stocks after they’ve run up in value?”

Quint and Logan break down:

🎯 Why having an investment goal is crucial from the start

📊 How to manage large gains in individual stocks

💼 When to trim, sell, or hold based on fundamentals and valuation

🧾 The role of donor-advised funds in managing gains and taxes

🔍 How to assess risk based on time horizon and account type

Plus, they emphasize the dangers of investing without a plan, and how clarity upfront can help you avoid emotional decisions when markets shift.

📬 Have a question? Send it in to [email protected] for a chance at a $25 Amazon gift card!

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Related terms: investment strategy, taxable account, when to sell stocks, capital gains, investment goals, long-term investing, stock market basics, risk management, financial planning, ETF investing, diversification, donor-advised fund, stock valuation, beginner investing tips, time horizon investing, retirement investing, portfolio management, budgeting and investing, personal finance education, DIY Money podcast

00:00 Introduction
00:35 Cory's Question
01:46 Investment Strategies and Goals
03:30 Evaluating Stocks and Making Decisions
07:10 Why Do You Own What You Own
09:18 Conclusion and Final Thoughts

*This show is for entertainment and educational purposes only, and is not intended as personal financial advice. Before making any financial decisions, please do your homework and consult a financial advisor as needed.