Want to create an interactive transcript for this episode?
Podcast: The Real Investment Show (Full Show)
Episode: 10-28-25 Profit Taking Made Simple
Description: Taking profits sounds easy—until you try it with a smaller account.
Lance Roberts & Jonathan Penn answer listeners' question about managing portfolios spread across myriad stocks, with allocations similar to the S&P 500. When positions are small, trimming into strength or reinvesting during market highs can feel nearly impossible.
0:19 - Profit Taking, Earnings, & FOMC Meeting Previews
4:48 - Market Bullishness Confirmed
10:05 - Managing Risk in Volatile Markets
13:55 - There's no Perfect Time
15:31 - Profit Taking in a C-fund 401k
21:05 - Taking Profits in Small Portfolios
23:11 - The Wisdom of Position Sizing
29:45 - What About Weighting in ETF's - There's no holy gr...