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Investment Process - Equity Sell Guidelines
Research |  Quantitative Inputs |  Equity Buy Guidelines |  Equity Sell Guidelines

Decline in Rank

Sector Diversification

  • Diverge From James' Tolerances

Significant Market News/Activity

Individual Stock Analysis

  • Income Statement
  • Balance Sheet
  • Fundamentals
  • Earnings
  • Price Chart
  • Major Developments
  • Insider Ownership
  • Shares Available
  • Trading Volume

Investment Committee Approval

  • Presentation
  • Voting
  • Most Junior Member Votes First
  • Majority Vote


  • Work Trade With Current Price Action And Size Of Position


  • Consider Trimming If Position Grows To Over 8% Of Portfolio
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