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Big Tech
fenders53 Offline
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#34
08-21-2020, 10:08 AM
(08-21-2020, 09:48 AM)EricL Wrote:
(08-21-2020, 09:33 AM)fenders53 Wrote: Anyway this is a risk reward thing.  You are comfortable with some reasonable annual gain for your port, or you aren't.

The investment club I am in has been holding AAPL since $65, and it's now nearly 40% of the portfolio.

Makes it a bit easier to trim in my dividend portfolio when I know I still get upside from it elsewhere.
The distinction is trimming vs cashing out.  I held a huge position in the SPY for decades.  Not like I completely missed out on AAPL,AMZN,MSFT.  I was OK being a little underweight in those stocks on the side.  Those stocks are most of the reason the SPY is up the past few years.
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Messages In This Thread
Big Tech - by EricL - 06-22-2020, 11:11 AM
RE: Big Tech - by Otter - 06-22-2020, 04:01 PM
RE: Big Tech - by EricL - 06-22-2020, 04:12 PM
RE: Big Tech - by Otter - 06-22-2020, 04:17 PM
RE: Big Tech - by divmenow - 06-23-2020, 11:08 AM
RE: Big Tech - by Otter - 06-23-2020, 11:19 AM
RE: Big Tech - by Otter - 06-24-2020, 11:09 AM
RE: Big Tech - by EricL - 07-01-2020, 02:32 PM
RE: Big Tech - by fenders53 - 07-01-2020, 02:54 PM
RE: Big Tech - by EricL - 07-01-2020, 03:04 PM
RE: Big Tech - by fenders53 - 07-01-2020, 03:38 PM
RE: Big Tech - by EricL - 07-13-2020, 09:39 AM
RE: Big Tech - by fenders53 - 07-13-2020, 11:09 AM
RE: Big Tech - by Otter - 07-20-2020, 11:29 AM
RE: Big Tech - by fenders53 - 07-20-2020, 12:01 PM
RE: Big Tech - by EricL - 07-13-2020, 11:16 AM
RE: Big Tech - by fenders53 - 07-13-2020, 11:33 AM
RE: Big Tech - by EricL - 07-30-2020, 03:45 PM
RE: Big Tech - by divmenow - 07-30-2020, 04:43 PM
RE: Big Tech - by fenders53 - 07-30-2020, 04:59 PM
RE: Big Tech - by EricL - 07-31-2020, 03:16 PM
RE: Big Tech - by rayray - 08-01-2020, 07:42 AM
RE: Big Tech - by fenders53 - 08-01-2020, 04:22 PM
RE: Big Tech - by rayray - 08-01-2020, 11:19 PM
RE: Big Tech - by fenders53 - 08-02-2020, 07:37 AM
RE: Big Tech - by ken-do-nim - 02-07-2021, 11:30 AM
RE: Big Tech - by EricL - 08-17-2020, 09:53 AM
RE: Big Tech - by fenders53 - 08-18-2020, 08:12 AM
RE: Big Tech - by EricL - 08-21-2020, 08:27 AM
RE: Big Tech - by fenders53 - 08-21-2020, 09:33 AM
RE: Big Tech - by EricL - 08-21-2020, 09:07 AM
RE: Big Tech - by divmenow - 08-21-2020, 09:17 AM
RE: Big Tech - by EricL - 08-21-2020, 09:46 AM
RE: Big Tech - by EricL - 08-21-2020, 09:48 AM
RE: Big Tech - by fenders53 - 08-21-2020, 10:08 AM
RE: Big Tech - by EricL - 08-21-2020, 10:34 AM
RE: Big Tech - by EricL - 09-02-2020, 08:28 AM
RE: Big Tech - by fenders53 - 09-02-2020, 08:43 AM
RE: Big Tech - by divmenow - 09-02-2020, 08:54 AM
RE: Big Tech - by fenders53 - 09-02-2020, 09:30 AM
RE: Big Tech - by crimsonghost747 - 09-02-2020, 10:42 AM
RE: Big Tech - by fenders53 - 09-02-2020, 03:06 PM
RE: Big Tech - by crimsonghost747 - 09-02-2020, 03:18 PM
RE: Big Tech - by EricL - 09-03-2020, 02:32 PM
RE: Big Tech - by fenders53 - 09-03-2020, 05:52 PM
RE: Big Tech - by divmenow - 09-03-2020, 05:57 PM
RE: Big Tech - by fenders53 - 09-03-2020, 09:24 PM
RE: Big Tech - by EricL - 01-26-2021, 04:21 PM
RE: Big Tech - by ken-do-nim - 02-01-2021, 12:18 PM
RE: Big Tech - by EricL - 01-26-2021, 04:22 PM
RE: Big Tech - by fenders53 - 02-07-2021, 12:23 PM
RE: Big Tech - by EricL - 07-02-2021, 02:28 PM



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