McKinsey & Company McKinsey & Company

My husband made a few individual stock investments back in 2016 and never sold in the grace period. While reviewing our portfolio recently, I realized some of the positions has significant unrealized losses. Has anyone dealt with a similar situation? If these holdings are no restricted under the firm's investment policies, is there a process for divesting them without creating a compliance issue? Curious how other have navigated?

like
Posting as :
works at
You are currently posting as works at

This sounds like an issue specific to your company policies. I would think that if the holdings are not restricted, that you can sell them any time but maybe a question to ask in your company bowl or to review your company trading policy.

like

Oh! I think you may have a typo. You mean, “now” they’re restricted? That would make more sense.

I dealt with it before. I sold immediately and just took the loss. EY does not mess around with independence. The losses hurt but I figured I could only make it up if I had a job.

like

Reach out to independence. It may be restricted but could be permissible depending on his role. It’s not worth getting financial sanctions.

helpful

Exactly, check if you allowed to even self clear by answering how this restriction applies to you

Why is your husband not asking this if these are his investments

like

Given that you mentioned holding these stocks for many years, I'm curious about which stocks your husband initially invested in. You could ask him why he bought them in the first place. Also, what are your thoughts on the future performance of these currently losing stocks? Do you think they're still worth holding long-term, or are you already considering adjusting your portfolio?

Given that you mentioned holding these stocks for many years, I'm curious about which stocks your husband initially invested in. You could ask him why he bought them in the first place. Also, what are your thoughts on the future performance of these currently losing stocks? Do you think they're still worth holding long-term, or are you already considering adjusting your portfolio?

Given that you mentioned holding these stocks for many years, I'm curious about which stocks your husband initially invested in. You could ask him why he bought them in the first place. Also, what are your thoughts on the future performance of these currently losing stocks? Do you think they're still worth holding long-term, or are you already considering adjusting your portfolio?

Related Posts

Which mnc are providing permanent wfm ?

Does anyone know max accenture vacation payout when quitting?

like

Hello Everyone,
My cv is not getting Shortlisted for any Big companies.
Can someone please help me.
I just left with 30 Days with no offer in hand

like

Why CGI is lowballing with holding offer? They're not even trying to match it. YOE -11 Offer-22LPA

like

Anyone have recent intel/experience working at these shops and what it’s like? NFA, Camp Jefferson, Arrivals, lg2 Toronto

I don't know who needs to hear this, but it's a bad idea to bite your fingernails if you're already chewing gum.

likefunny

Please share with your contacts in order to help us grow this community. 🙏

uplifting

Hello Fishes,
Interested in freelance work on Devops?

Requirement - aws , terraform, kubernates

Minimum 2 years of experience
2 hours/day work
23k monthly pay

Please let me know if interested

like

Looking for information on strategic planning. Looking for possible change but want to hear from current folks. Thoughts, ideas, pitfalls…

like

I have been promised a promotion three times now, but when the time comes, I'm told I'm not there yet. Why promise something if you clearly don't want to execute it?

like

How much should a contract ACD charge hourly?

like

What do R&D strategy focused solutions entail? Is the focus more on the efficacy of clinical trials?

like

Need help guys: LLM in International Taxation: NYU ($65,000) or UF ($22,000)? Is it worth the extra 43K for a NYU degree? If you’re recruiting someone, does it matter to you whether they went to UF or NYU?

like

Do any firms in the forensics world offer to pay for MBAs?

like

I'm updating my resume for the first time in 3 years and I'm struggling with how long it should be. I can get everything on to one page, but if I want to elaborate about my experience, it's going to be 1.5-2 pages.

like

I joined on Nov 2020 in EY GDS as Senior 1,so when I will be getting progression for senior 2?

like

How long is it taking for new joiners to receive their laptops if they asked it to be shipped?

like

Nearly 9 yoe 24 lpa fix offer from gds( data engineer), excluding gratuity
Is this salary good or not so good? Hr did not agree to extend more than this saying its the max they can provide for rank 42, location kolkata

like

What is tech consulting hike ? For staf 3 senior

like

Have to write a technical document. Everything goes over my head and I don’t understand anything even after reading and asking questions. Recommendations?

likefunny

Additional Posts in Personal Investment Chatter

What does your NW breakdown look like ? In my case it is as follows
Home equity: 15%
Investments Stocks/ETFs : 25%
Retirement account: 30 %
Cash: 30%

like

Where are my swing traders at??

like

I can’t stop feeling so behind all the time. It seems like every one of my peers doesn’t have to worry about student loans, car insurance (paid by their parents still) etc. I keep thinking about how if I didn’t have all these bills I’d maybe have some savings that I could be proud of. Currently A2 making 65K in HOL and I feel like I’ll never be able to save up for a down payment or wedding or anything. Just feeling discouraged.

like

Thoughts on the Marcus Investment robo advisory rolled out by Goldman a few weeks ago? They charge low fees which is great, but I have a hard time seeing what makes it different than others.

like

How do you vet tax accountants to tell if they're good or not? How much do you spend on them for annual filing?

like

I’m originally from Brazil and most of my investments are allocated there.

Brazilian fixed income products are paying 13.25% returns and I’m wondering if it’s a good idea to secure this return in Brazil or if now it’s a good time to build a portfolio with US equities?

(90% of my money is on my Brazilian portfolio)

like

Is Deloitte allowed to use Robinhood? It's not a robo adviser and obviously you wouldn't invest in your clients. Or wealthfront?

like

Recommendations for a Roth IRA?

like

How to invest in commodities (e.g. wheat)?

like

Interesting investment opportunity with PSTH. Biggest SPAC with Tontine warrants. In short, for every 9 common shares you buy and hold through the merger, you get 2 shares priced at $23. The price right now is $26. I would get in and gradually increase by a multiple of 9 and hold until at least Dec 2021

like

How do they verify your health status when getting life insurance online?

Post Photo
likefunny

Considering adding a REIT index to my lazy portfolio allocation for my 401K and Roth Accounts. Thoughts?

like

What are things to know about buying and operating a laundromat?

likefunny

Heard on NPR Mktplc- Larry Fink - Blackrock CEO - 2018 Letter to CEO’s. He wants companies to make a positive contribution to society. How are you shaping investments for greater good? Tips?

like

New to trading and investing in equity. Have $200k in equity and $20k in MUNI bonds. How do you plan to diversify?

What were people's 401k /pension balances at 30?

Feeling behind at $40k but making big headway now saving 10% and pwc wealth builder at 6, (26k a year on 160k)

like

Would you be concerned if your SO has no savings at 31? What advice would you give them?

likehelpful

Want to start saving/investing from this year. Got £11K and will have £2K a month to invest - any recommendations? I don’t want to take crazy risks, somewhere where this is steady long term growth. Have already maxed out pension and I assume next step is maxing out ISA? After that, what is best? (From UK)

like

I have a 401k still in the Deloitte plan. What are your thoughts of rolling it into my current 401k or leaving it where it is?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal