Horizon Investment Services

 
 
 
 

Sell Discipline
  • Deteriorating Quadrix® scores.

  • A surprise that suggests our rationale for buying a stock is no longer valid.

  • Constant competition between stocks to be among what we believe are our best ideas. The idea that “good is not good enough.” If a stock is no longer among our 35 to 45 best ideas, we typically sell.

  • Taxes — we do not typically let taxes drive investment decisions. However, we do examine holding periods (short term versus long term) when selling a stock from an account. Also, we do look for opportunities for “tax harvesting” in tax-sensitive accounts.

 

Risk Control