Investopoly
Investopoly is a twice-weekly podcast designed to help you make better financial decisions and build wealth with clarity and confidence. Hosted by Stuart (tax adviser, financial adviser, and mortgage broker) and Campbell (senior financial adviser), each episode delivers concise, practical insights grounded in real-world strategy, research, methodologies, and case studies.
You will get two episodes each week: a main episode that deep-dives into a single wealth-building topic, and a Q&A episode that answers listener questions and real scenarios. Send your questions to questions@investopoly.com.au
We also writes a weekly blog, and many podcast topics build on those ideas and frameworks. Stuart's forthcoming book, Wealth by Design, will be available in July 2026.
Investopoly
Ep 332: When should you sell an underperforming investment?
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New Report: The Evidence-Based Approach to Investing in Property & Shares: download here.
Read full blog here.
In this episode, Stuart tackles one of the toughest decisions investors face: when to hold onto an underperforming investment and when to cut your losses. While it’s tempting to sell and move on, legendary investor Charlie Munger reminds us, “The big money is not in the buying and the selling, but in the waiting.”
Stuart explores the natural cycles of markets—recovery, expansion, and downturn—and why timing matters. Some investments, like the S&P500 and the Nikkei 225, show that patience often pays off, even after prolonged periods of stagnation. But how do you distinguish between an investment that needs more time and one that’s fundamentally flawed?
He provides practical guidance for reassessing investments, highlighting the importance of revisiting your original decision, understanding opportunity costs, and knowing how to strategically exit when the timing is right. Stuart also shares real-world examples, from property markets to emerging markets, to help listeners make informed decisions.
Whether you’re a seasoned investor or just starting, this episode will equip you with the tools and insights to navigate the complex question of when to hold or sell. Tune in to learn how patience, perspective, and strategy can shape your investment success.
My new book out in 2026: To join the pre-order waitlist and get a bonus. More info go to: http://www.investopoly.com.au/book
Do you have a question for the podcast? Email us at questions@investopoly.com.au.
If you're interested in working with my team and me, discover how we can work together here: https://prosolution.com.au/prospective-client/
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IMPORTANT: This podcast provides general information about finance, taxes, and credit. This means that the content does not consider your specific objectives, financial situation, or needs. It is crucial for you to assess whether the information is suitable for your circumstances before taking any actions based on it. If you find yourself uncertain about the relevance or your specific needs, it is advisable to seek advice from a licensed and trustworthy professional.
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