Investment Process - Equity Sell Guidelines
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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

Sell

  • Work Trade With Current Price Action And Size Of Position

Trim

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