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ACAS, PSYS and XTO have gained to the point where they now comprise 51% of my portfolio. I need to trim 1%. Truth is, I hate to sell any shares of these three. But, I must.
All three stocks are off their 1 year high by 14%, so no help in deciding with that measure. Forward PEs are 12 (ACAS), 13 (XTO), and 19 (PSYS). Based on the relative forward PEs,I'll sell 310 PSYS to reduce my top three holding by 1.1%. But, in truth, it's a coin flip.
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