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Manage the Stocks You’ve Already Bought — A Simple, Practical Playbook
Great question! Here’s a simple, practical playbook to manage the stocks you’ve already bought — from tracking to decision‑making.
1) Track every lot (not just totals)
For each buy, record:
- Date, Ticker, Qty, Price, Fees, Currency, Broker, Notes
- Your tool: use the Average Cost Calculator we just built (and we can add CSV import/export).
- Key fields to compute: Average cost, Market price, Unrealized P/L, % Return, Dividend received.
2) Position sizing & risk
- Keep any single stock ≤ 10% of your portfolio (stricter if you want lower risk).
- Risk per trade ≤ 1–2% of total capital.
- Shares to buy = (Risk $) ÷ (Entry – Stop).
- Example: Capital $10,000; risk 1% = $100; if entry $50 and stop $45 → shares = 100 ÷ 5 = 20 shares.
3) Diversify smartly
- Split across buckets: broad ETFs, large caps, dividend payers, and (optionally) a small “high‑risk” bucket.
- Aim for 5–15 holdings you can actually monitor.
4) Have an exit plan (before you need it)
Pick one primary method and stick to it:
- Profit targets (e.g., +25%, +50%) with partial take‑profits.
- Trailing stop (e.g., 8–12% below recent high).
- Moving average rule (e.g., sell if price closes below 200‑DMA for 2–3 days).
- Time stop (e.g., thesis not working after 6 months → reduce/exit).
5) Rebalance on a schedule
- Quarterly or semi‑annually: trim winners that grew too large; add to underweights you still believe in.
- Use simple guardrails: if a position > target by +5% → trim; if < target by –5% and thesis intact → top up.
6) Journal each decision (very important)
Log why you bought, your thesis, catalysts, risks, and your exit rules. Then add a short update monthly:
- “Thesis status: on track / off track”
- “Next check: earnings date, product launch, macro event”
7) Dividends & taxes (for non‑US residents)
- Track ex‑date, pay date, gross dividend, withholding tax, net received, and yield on cost.
- Keep all broker statements for end‑year reporting.
8) Alerts & hygiene
- Set price alerts for stops/targets and calendar alerts for earnings dates.
- Keep cash for opportunities; don’t chase.
- Security: enable 2FA, unique passwords, and avoid trading on public Wi‑Fi.
Minimal column set (spreadsheet or inside your blog tool)
We can add these columns directly to your HTML calculator as a Portfolio tab with: CSV import/export; auto Average Cost by ticker (across lots); Unrealized P/L & % Return; Stop/Target tracking with colored signals; Dividend log & Yield on Cost; and FIFO/LIFO realized P/L when you sell.
If you want, say the word and I’ll upgrade your current widget to a full Portfolio Dashboard (Blogger‑ready, dark‑mode safe) with those features.
how to manage stock we have bought
Great question! Here’s a simple, practical playbook to manage the stocks you’ve already bought—from tracking to decision-making.
1)
Track every lot (not just totals)
For each buy, record:
- Date,
Ticker, Qty, Price, Fees,
Currency, Broker, Notes
- Your
tool: use the Average
Cost Calculator we just built (and we can add CSV
import/export).
- Key
fields to compute: Average
cost, Market price, Unrealized P/L, % Return, Dividend received.
2)
Position sizing & risk
- Keep
any single stock ≤
10% of your portfolio (stricter if you want lower risk).
- Risk
per trade ≤ 1–2%
of total capital.
- Shares
to buy = (Risk $) ÷ (Entry – Stop).
- Example:
Capital $10,000; risk 1% = $100; if entry $50 and stop $45 → shares = 100
÷ 5 = 20 shares.
3)
Diversify smartly
- Split
across buckets:
broad ETFs, large caps, dividend payers, and (optionally) a small
“high-risk” bucket.
- Aim
for 5–15 holdings
you can actually monitor.
4)
Have an exit plan (before you need it)
Pick one primary method and stick to it:
- Profit targets
(e.g., +25%, +50%) with partial take-profits.
- Trailing stop
(e.g., 8–12% below recent high).
- Moving average
rule (e.g., sell if price closes below 200-DMA for 2–3 days).
- Time stop (e.g.,
thesis not working after 6 months → reduce/exit).
5)
Rebalance on a schedule
- Quarterly or semi-annually:
trim winners that grew too large; add to underweights you still believe
in.
- Use
simple guardrails: if a position > target by +5% → trim; if < target by –5% and thesis
intact → top up.
6)
Journal each decision (very important)
Log why
you bought, your thesis, catalysts, risks, and your exit rules. Then add a
short update monthly:
- “Thesis
status: on track / off track”
- “Next
check: earnings date, product launch, macro event”
7) Dividends
& taxes (for non-US residents)
- Track
ex-date, pay date,
gross dividend, withholding tax, net received, and yield on cost.
- Keep
all broker
statements for end-year reporting.
8)
Alerts & hygiene
- Set price alerts for
stops/targets and calendar
alerts for earnings dates.
- Keep
cash for opportunities; don’t chase.
- Security:
enable 2FA,
unique passwords, and avoid trading on public Wi-Fi.
Minimal
column set (spreadsheet or inside your blog tool)
Ticker
| Lot ID | Date | Qty | Price | Fees | Currency | Avg Cost | Last Price |
Unrealized P/L | % Return | Stop | Target | Thesis Note | Next Review
I can add these columns directly to your HTML calculator as a
“Portfolio” tab with:
- CSV import/export
- Auto
Average Cost
by ticker (across lots)
- Unrealized P/L
& % Return
- Stop/Target
tracking + colored signals (above/below)
- Dividend log and Yield on Cost
- FIFO/LIFO realized
P/L when you sell
If you want, say the word and I’ll upgrade your current widget to a full Portfolio Dashboard (Blogger-ready, dark-mode safe) with those features.