About this episode

Shelly Appleton-Benko and Lauren Shewfelt discuss the importance of trimming your best-performing investments to manage risk effectively.

In this episode, Shelly Appleton-Benko and Lauren Shewfelt unpack one of the most overlooked aspects of investing: trimming your winners. While it may feel counterintuitive, your best-performing positions can quietly become your biggest source of risk. It’s a conversation about discipline, balance, and why a healthy portfolio requires trimming the roses – not just pulling the weeds. -- Mentioned in this episode: Odlum Brown When to Sell PDF

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