It all comes down to understanding the 3 M's: Macro, Micro and Mechanics

Credit: The Street
Published 4 days ago - Duration: 01:13s

It all comes down to understanding the 3 M's: Macro, Micro and Mechanics

So, when should you start trimming your portfolio?

During his June conference call for Action Alerts PLUS members, Jim Cramer explained when he and his analysts decide to trim positions within their portfolio.

Cramer's team started trimming their positions back in April, which set them up to weather a stormy May.

"Suffice it to say that between tariffs and a more sluggish economy we had to expect that almost every stock would be hit.

That's why we did across-the-board cuts.

Beware, when we sell the good ones you know we think a real storm is coming," Cramer explained.

Want to know what else Cramer only told members of his Action Alerts PLUS investing club?

Recap his full call here.

Jim Cramer Dives Into the Macro


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