No. of Recommendations: 4
think this is a case of monday morning quarterbacking.

Have to agree with Mark. Someone once analyzed Stock Advisor (or one of the Fool portfolios) and found that if you had bought every stock and never sold, your portfolio at the time would have been 50% Disney (because of the Marvel and Lucasfilm acquisitions or whatever). I don't think many people can sleep like that.

If you cut Netflix from a 25% position to a 5% position, you have reason to regret. But if you trimmed it from 20% to 17% or something, don't kick yourself now. The education may have been a great investment too.

Doesn't just go for money you need to spend, either. Let's say you trimmed NFLX 1 year ago for $140. It's up 80% since then -- that sucks! Except, if you'd used the proceeds to buy Square, you're up 200% on that.

Nothing wrong with reallocating sometimes.

Bear
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