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Advice: Transfer or Sell?

S
Apr 19, 2025 · 13:40

I’ve had some Robinhood investments for the past few years, and I don’t have time or bandwidth anymore to more closely monitor the individual stocks and their performance. For most of my investments I’m also pretty far in the red, with a few in the green holding my overall portfolio not too low.

I’ve started a less involved investment account on another platform, one less focused on individual stocks and more on funds and automated investing. Given Robinhood’s $100 transfer fee, and that I’ve generally lost more than I’ve gained overall, does it make more sense to sell the gains and leave the losses, sell everything, or transfer the funds and readjust into the automated portfolio?

Leaning to sell some I have gains on and do what I will with the proceeds, leaving the losses to hopefully one day recoup some of them. Advice?