6 stocks for a full portfolio reset in 2023

Buy Hold Sell, by Livewire Markets

There's something to be said about starting from scratch. How many of us have dived headfirst into university degrees, careers and relationships before realising, sometimes later than we would have liked, that perhaps it wasn't the right fit?

The same could be said of our investment portfolios. It's far better to review your holdings, have an honest conversation about what worked and what didn't over the calendar year, and set out practical steps so you can stick to your strategy over the months ahead.

Well, it's that ... Or you can buy a shovel, dig a decent hole and bury your head in the sand.

In this thematic episode of Buy Hold Sell, Livewire's Ally Selby was joined by Medallion Financial's Michael Wayne and Marcus Today's Henry Jennings for a full portfolio reset.

They outline the headwinds they are watching as we move into the second month of 2023, the sectors that currently look promising, as well as the stocks they would want as their top three holdings if they could start completely from scratch.

And because I know you love it when we dish the dirt on portfolio duds, they also share some of their most painful positions from the year just past.

Note: This episode was filmed on Wednesday 24 January 2023. You can read an edited transcript below:

https://www.livewiremarkets.com/wires/6-stocks-for-a-full-portfolio-reset-in-2023