I talk quite a bit about stocks to buy. Sometimes it feels like it is all I talk about, and it kind of is, so, here are some stocks that I would recommend you sell. Once you sell and reposition your portfolio, I think you’ll be primed for an excellent October.

First, and it is a big one, get out of META. First of all, I am a META hater. I dislike Mark Zuckerberg strongly, and I think the company has crested. However, they were in a great position as a buy at the beginning of the year. I would not have bought it then, and I certainly will not buy it now. They are up 144% YTD and are at their 52-week high. Nothing has changed about their virtual reality, they have lost more market share to Tik-Tok, and Mark Zuckerberg still sucks. On top of that, they are overvalued by about 12% based on IV. Now is 100% the time to get out, and never look back. Congrats to you if you got in a year ago, great job, now take your hand off your back and click the sell button. This company is still headed in the wrong direction, and this is the time to take your winnings and go.

Nvidia is a sell. The ride was great, but one of the lessons I learned from Disney was that once shareholders are promised the world, they have to be given that or they will leave. Now, if you truly believe revenue and chip sales will continue growing at this rate for the next year or two, stay in and you will make a billion dollars. However, if you bought because the stock was beaten down, the industry was beaten down, or you just liked their name, now is the time. It will be hard for them to surpass the standard they have set, and I think they peaked for the next 52 weeks about a month ago. Also, just to add this, I know IV is not everything, but they are supposedly overvalued by 52%, so just keep that in mind.

Spotify, get that out of here. Another stock that is way up this year that you need to get out of. Inexplicably it is up 90% this year. However, this is the moment to collect your profits. Frankly, Spotify is not a good company. Their investments in podcasting have completely fallen flat, and they still cannot make a profit, just make one annual profit, please. There is not much farther a company Spotfiy’s size can scale, they should have been making profits five years ago. In yet, the leash keeps getting longer for them. Not making a profit is okay, but only for a time. Once you are in Spotify’s position, if you are not making a profit, you are failing. I see very little chance they end up ever being a company worth investing in.

Finally, Exxon is a stock you want to get out of. Exxon stock refuses to drop far enough to be in a territory I would feel comfortable buying, as it has been bouncing around the 52-week high range for about a year. On top of that, I would not feel comfortable buying Exxon because it has little long-term future, and I also just do not like oil and gas companies. Call me soft if you want, but they seem to be on the same level of moral corruption as insurance companies. I know you cannot invest with your heart, but at least I have some justification in this: Exxon has little future. Like I said on the home page of this website, I invest in good companies, because I believe that to be a profitable strategy. There is an electric revolution occurring, and these things can happen quickly. It is unlikely that Exxon will lose power or influence, but a death by a thousand cuts is a possibility. A death, so quiet you never see it, until it is too late.