Buy, Hold, Sell: Jonathan Wellum on the Rules of Smart Investing

Wealthion - Be Financially Resilient

How do top investors decide when to buy, sell, or hold a stock, and stick with it for decades? In this deep-dive interview, Jonathan Wellum, CEO of RockLinc Investment Partners, breaks down the exact investment process he’s used for 35 years to deliver long-term wealth for clients.

Wellum walks us through:

• How to identify durable and great businesses in the right industries
• Why discounted cash flow (DCF) is his go-to valuation tool, and how he applies it conservatively
• The power of compounding and tax deferral (the Buffett formula in action)
• When to sell a stock, from mistakes to overvaluation to better opportunities
• How he sizes positions, builds portfolios, and navigates market hype with discipline
• Real-world examples from Amazon, Burford Capital, GROY, and Franco-Nevada

Get a free portfolio review with Jonathan Wellum at https://bit.ly/4erNlRd

Get To Know: Rocklinc's Jonathan Wellum https://youtu.be/ezMiX0FtZ7g

Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH

Chapters:

0:13 - The 6-Point Trigger: How Rocklink Decides to Buy

8:57 - “Macro vs. Micro”: Does Timing Really Beat Valuation?

11:19 - Cash on the Sidelines or All-In? Rocklink’s Stance

16:13 - Pulling the Plug: The Exact Moment Rocklink Sells

24:38 - Beyond DCF: The Valuation Hacks Rocklink Swears By

37:25 - Turning Rocks, Not Portfolios: Ideal Holding Periods

44:37 - Mastering Market Psychology: Keeping Fear in Check

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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.

While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor.

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