A couple of days ago, I used Perplexity to ascertain which, if any, stocks to buy. Today, I ran our portfolio through Perplexity to obtain recommended stocks to sell, if any, which is named “Rationalizing your portfolio.”
This is the Prompt followed by the analysis Perplexity provided:
Prompt: Of the stocks in our portfolio that we manage, which, if any, should we sell?
| Ticker | Recommendation | Key Rationale |
|---|---|---|
| AIRO | Hold | Bullish long-term forecasts |
| DPRO | Hold | Analyst consensus “Strong Buy” |
| RCAT | Hold/Review gains | Mild uptrend, no strong sell signal |
| SPAI | Consider Sell | Short-term bearish, downside risk remains |
| UMAC | Hold | Strong buy, bullish forecasts |
| DRSHE | Consider Sell | Negative forecasts despite strong business growth |
| ONDS | Hold/Review | Flat or declining forecasts, watch for sustained weakness |
| DX | Consider Sell | BDC weakness, poor price performance vs. peers |
| HRZN | Consider Sell | NAV decline, sector & asset quality risks |
| OBDC | Hold | Stable vs. sector, no glaring red flags |
| TRIN | Hold | Positive relative performance, among top BDC picks |
Based on Perplexity’s recommendations, I sold the four stocks it recommended to sell. This morning in Monday’s WSJ, I read an article about how foreign stocks are outperforming U.S.-based stocks. I then used Perplexity and requested a listing of ETFs that are invested in foreign stocks. The one that stood out was Vanguard’s VYMI, which I used the proceeds from the previous sales to purchase 480 shares of.
Before making the buying decision, I asked Perplexity if VYMI was a good replacement for the BDCs we had just sold, based on its recommendation, and received the following advice, located in the PDF below. You know what’s really neat about this: anyone can do it!
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