Time to Trim Apple / AAPL?

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dualstow
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Time to Trim Apple / AAPL?

Post by dualstow »

In the long term, it’s probably never a good time to trim AAPL.
But, I’m doing it anyway, following the old ‘sell on the news’ adage.

My excuse is also that I own it through index funds and Berkshire B shares.
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Re: Time to Trim Apple / AAPL?

Post by boglerdude »

Why be overweight unless you know something markets dont. And the news/narrative on Apple is negative this week, it would be time to buy.

https://www.cnn.com/2023/09/07/investin ... index.html
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Re: Time to Trim Apple / AAPL?

Post by dualstow »

But if I buy then I’ll be overweight.
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Re: Time to Trim Apple / AAPL?

Post by Smith1776 »

I like to think that if I include more apples in my diet I might not be overweight anymore.
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Re: Time to Trim Apple / AAPL?

Post by dualstow »

Smith1776 wrote: Sat Sep 09, 2023 8:13 pm I like to think that if I include more apples in my diet I might not be overweight anymore.
Just watch those mooncakes 🥮 🥮 my friend.
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Re: Time to Trim Apple / AAPL?

Post by yankees60 »

Smith1776 wrote: Sat Sep 09, 2023 8:13 pm
I like to think that if I include more apples in my diet I might not be overweight anymore.


Thanks. As soon as I saw the Topic title again this morning I told myself that someone needs to make some food related comment. And, there you did!
Above provided by: Vinny, who always says: "I only regret that I have but one lap to give to my cats." AND "I'm a more-is-more person."
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GT
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Re: Time to Trim Apple / AAPL?

Post by GT »

dualstow wrote: Fri Sep 08, 2023 12:04 pm In the long term, it’s probably never a good time to trim AAPL.
But, I’m doing it anyway, following the old ‘sell on the news’ adage.

My excuse is also that I own it through index funds and Berkshire B shares.
Did you write down all the reasons you wanted to trim AAPL.

I do find that helpful... just in case AAPL doubles in value going forward.... you will be able to answer the "what the F was I thinking" question.
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Re: Time to Trim Apple / AAPL?

Post by dualstow »

That would probably be a wise thing to do! Of course it’s going to double eventually; it’s a juggernaut. O0
Instead, I rationalized that I own enough through both the broad index and Berkshire. I’ve trimmed more than once in the past year, but I’m still overweight AAPL. Still hold some shares.
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Re: Time to Trim Apple / AAPL?

Post by yankees60 »

May be of value to you:

https://theirrelevantinvestor.com/2023/ ... ure-proof/

Animal Spirits: Is Apple the Next IBM?
Posted September 13, 2023 by sean
Above provided by: Vinny, who always says: "I only regret that I have but one lap to give to my cats." AND "I'm a more-is-more person."
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Re: Time to Trim Apple / AAPL?

Post by dualstow »

Thank you, Vinny
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