Assuming that I stay properly diversified, do you recommend selling a “hold” or “buy” stock in order to have the funds to buy a “strong buy” stock? Thanks.
This is a great question. The Top 5 stocks and other A-graded stocks (i.e., Strong Buy) in PortfolioGrader Pro are clearly the strongest stocks and are ideal for your pension accounts. I also recommend many B-graded stocks (i.e., Buy) in PortfolioGrader Pro on the Blue Chip Growth Buy List for investors that want to slow down their portfolio turnover and achieve predominately long-term capital gains (e.g., 15% federal rate) for their taxable accounts. It’s all about what you feel comfortable doing while staying diversified and following my 60% conservative, 30% moderately aggressive and 10% aggressive stocks.
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| Video Demo |
| Stock | Symbol | Grade | |
|---|---|---|---|
| BP PLC (ADS) | BP | B | BUY |
| Chevron Corp. | CVX | B | BUY |
| Exxon Mobil Co | XOM | C | HOLD |
| Hess Corp. | HES | A | BUY |
| PetroChina Co. | PTR | B | BUY |
| Sunoco Inc. | SUN | D | SELL |
| Tesoro Corp. | TSO | F | SELL |
| Stock | Symbol | Grade | |
|---|---|---|---|
| Brinker Intern | EAT | C | HOLD |
| CBRL Group Inc | CBRL | D | SELL |
| Cheesecake Fac | CAKE | C | HOLD |
| DineEquity Inc | DIN | F | SELL |
| P.F. Chang's C | PFCB | C | HOLD |
| Ruby Tuesday I | RT | F | SELL |
| Ruth's Hospita | RUTH | F | SELL |







