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REDDIT

How do you track whether your original reason for owning a stock is still true?

S
Apr 10, 2026 · 21:07

I own around \~10 individual stocks. For each one I bought it because I believed something specific. NVDA for AI compute and their ridiculous margins, GOOG for their tens of multi billion user platforms, COST for the membership flywheel. That kind of thing.

Coming to my problem: I have no real system for checking whether those reasons are still true today. I skim news or track earnings calls from time to time, but its noisy and a lot of work. I don't regularly sit down and asked "is the reason I bought XYZ two years ago still valid?"

How do you guys actually handle this? Is there some tool? Or are you also kind of flying blind after the initial buy?