Rate My Portfolio - r/Stocks Quarterly Thread September 2023

Please use this thread to discuss your portfolio, learn of other stock tickers, and help out users by giving constructive criticism.

Why quarterly? Public companies report earnings quarterly; many investors take this as an opportunity to rebalance their portfolios. We highly recommend you do some reading: A list of relevant posts & book recommendations.

You can find stocks on your own by using a scanner like your broker's or Finviz. To help further, here's a list of relevant websites.

If you don't have a broker yet, see our list of brokers or search old posts. If you haven't started investing or trading yet, then setup your paper trading.

Be aware of Business Cycle Investing which Fidelity issues updates to the state of global business cycles every 1 to 3 months (note: Fidelity changes their links often, so search for it since their take on it is enlightening). Investopedia's take on the Business Cycle and their video.

If you need help with a falling stock price, check out Investopedia's The Art of Selling A Losing Position and their list of biases.

Here's a list of all the previous portfolio stickies.

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