The most speculative asset classes and securities have been on tear higher to start 2021. The performance of stocks such as Tesla have been dizzying and investors must question when to trim holdings. Record gains in portfolios aren’t real gains until a security gets sold and with valuations at record highs, one must question whether it is time to make a decision to rebalance and reallocate.

Disclosure There are risks associated with investing in securities. Investing in stocks, bonds, exchange traded funds, mutual funds, options and money market funds involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods. A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.

Copper Canyon LLC is a State of Florida Registered Investment Advisor. More information can be found about our firm by visiting https://brokercheck.finra.org/ and typing Copper Canyon LLC into the search box. All information detailed should not be interpreted as investment advice and you should do your own research before making an investment decision. CRD# 286061. Dylan Quintilone CRD#6732024, Paul Clay CRD#7145606.

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