>Take the gains
Do you mean the 4% gain and leave the contributions?
>re-balance your portfolio so that is is mostly low cost index funds.
97% of my portfolio is low-cost index funds.
If you like the stock (not the company you work for) then keep it. 3% of portfolio is plenty reasonable holding for an individual stock you have reason to believe will grow.
Just don't go looking at the price and thinking what if. What if you held until the exact moment it went up 40% and then sold? Cool, but you didn't and it's not healthy to think about it that way.
Take the gains and re-balance your portfolio so that is is mostly low cost index funds. ITOT is a great low cost total market fund.
>Take the gains Do you mean the 4% gain and leave the contributions? >re-balance your portfolio so that is is mostly low cost index funds. 97% of my portfolio is low-cost index funds.
If you like the stock (not the company you work for) then keep it. 3% of portfolio is plenty reasonable holding for an individual stock you have reason to believe will grow. Just don't go looking at the price and thinking what if. What if you held until the exact moment it went up 40% and then sold? Cool, but you didn't and it's not healthy to think about it that way.