When Is It Time to Sell?
The Dividend Cafe
00:00
Dividend Growth Is a Cause and an Effect
The entire beauty of a dividend and diviend growth investment is we do try to eliminate arbitrariness. We might be selling a company because we believe it has gotten totally excessively expensive or is vulnerable to a dividend cot. But at that vantage point, there is an excess capital you've created through real value creation inside the portfolio that can be redirected into another opportunity. So trimming for opportunity reasons is is another caviot, but it's different than a cell discipline. I hope that distinction makes sense.
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