Todd PolkeInvestment Strategist l Wealth Coach l Speaker, Todd Polke · Investment Strategist l Helping Investors and Business Owners grow their Wealth Faster

There Are 2 Types of Investors—Which One Are You? #wealthstrategy #investsmart #moneymindset

11 Jun 2025 · 1 min

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In this segment of the Wealth Dojo video, the presenter answers a community member’s question about when to sell versus keep a property. He outlines a two‑question decision framework: (1) Does the asset still serve a strategic purpose within the overall portfolio? and (2) Is the capital tied up in the asset being used in its highest‑and‑best‑use, or could it be redeployed into a different opportunity that would generate a larger, "quantum leap" in portfolio growth? The advice emphasizes aligning each holding with current portfolio goals and constantly evaluating opportunity cost before deciding to stay invested or reallocate capital.

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Okay, so I had this great question from one of the members of the Wealth Dojo community. How do you evaluate when it's time to sell a property or keep holding it? And the answer is, is that asset still serving a purpose in the portfolio or is it not? So when it comes to choosing whether you're going to keep something in your portfolio or not, it comes down to, is this still serving a purpose in my portfolio? And secondly, is this the highest and best use of my capital right now? Or is there a better opportunity that I can get involved in that's going to help me take some quantum leaps within my portfolio if I was to move to one of these asset classes beyond?