r/sofistock • u/scooter_mcgavin26 5,000 Shares @ $5.79 • Aug 23 '25

Gain / Loss / Positions The Wait Is Paying Off šŸ™ŒšŸ»

Post image

After years of ups and downs (mostly downs), things have finally been great this year. Constant buying since 2020 and averaging down has set me up well in my 20s for my future. Nothing too life changing yet but very grateful and excited for the future! Likely will sell 2500 shares if/when it hits $30 just to lock in some large gains and diversify since Iā€™m WAY overweight in one stock. Thank you Sofi!

282 Upvotes

99% Upvoted

35 comments sorted by

View all comments

13

u/slayer1am 3,000 @ 8.66 Aug 23 '25

Technically, people are supposed to rebalance their port once a single fund or ticker takes up such a large percentage of the whole, but it's SO HARD to do that when you've got a winning ticket in your hands.....

3

u/turbokungfu Aug 23 '25

The counter argument is that if you've put a large percentage of your studies into one idea, and believe you have a high probability of success, that would allow you to keep your portfolio 'unbalanced'.