Stock Position Recommendation Calculator
Analyze your stock position and get sell recommendations based on gain levels. Calculate partial sales, remaining cost basis, and risk/reward ratios for informed decision-making.
Current Position
Target & Strategy
Current Position Status
Purchase Cost:$15000.00
Current Value:$17500.00
Unrealized Gain:$2500.00 (16.67%)
Target Price:$180.00
Partial Sale Analysis
Shares to Sell:50 (50%)
Sale Proceeds:$8750.00
Realized Gain:$1250.00
Gain on Sold:16.67%
Remaining Position After Sale
Remaining Shares:50
Remaining Cost Basis:$7500.00
Remaining Value:$8750.00
Remaining Gain:$1250.00
Risk/Reward Analysis
Upside to Target:$5.00
Downside to Buy:$25.00
Risk/Reward Ratio:0.20
Higher ratio = better potential reward relative to risk. Ratio above 1.0 means upside exceeds downside to target.
Recommendation
Hold position
Tranche-Based Selling Strategy
- Gain 20%: Sell 25%. Lock in initial profits, reduce overall risk exposure.
- Gain 50%: Sell 25%. Protect substantial gains while maintaining upside potential.
- Gain 100%: Sell 25%. Major gains achieved, significantly reduce position.
- Gain 150%+ Sell 15% of remaining. Exceptional gains, keep small position for long-term.
- Rationale: Selling in tranches balances profit protection with continued upside exposure.
- Tax Consideration: Long-term holdings (over 1 year) qualify for lower capital gains rates (15-20%).
- Loss Strategy: If down 10%+, consider tax-loss harvesting to offset other gains.
Position Management Best Practices
- Set Targets: Define target gains before entering positions. Adjust based on fundamentals.
- Stop Losses: Consider setting stop-loss levels (e.g., -7-8%) to protect against large losses.
- Position Size: Limit individual positions to 5-10% of portfolio to manage risk.
- Diversify: Avoid concentration in single stocks or sectors.
- Review Quarterly: Reassess positions based on company performance, market conditions.
- Fundamentals: Recommendations are mathematical. Always consider company fundamentals.