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Stop Loss Experiment - Continued
During my quarterly portfolio review in October 2021 I had some holdings that needed trimmed that I was not necessarily interested in flat out selling at that time - $CMA in my Taxable brokerage and $VEA and $VWO in my Roth IRA. These holdings had met my criteria for minimum holding period and were overweight.

I instead opted to implement a stop loss for the intended percentages I wanted to trim the holdings. Yesterday my stop losses hit for $VEA and $VWO which were set at 15% from their high.

I ended up securing gains and retaining a majority of my position in each.

The capital I generated from these sales will allow me to buy more dividend paying assets in my Roth IRA.

I feel much more content with yesterday's stop losses than I was with the $CMA stop loss in January. You can read my summary of my $CMA stop loss here.

It is still TBD if I will implement this strategy again.

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