I have sold Apple entirely. Apple has been a core position of mine since 2016, and I’ve done very well with it, but I felt that now was the time to sell. I took all the Apple proceeds and invested …
Why I Made Google A 25% Position
Google at the current price is a perfect investment. It's not going to pay off as fast as Ted Weschler's 2020 Dillard's bet, a one year 13 bagger, but I think it has the same characteristics that made …
Apple Is Now 23% Of My Portfolio
The top 4 stocks in my portfolio are Apple, Google, General Motors, and Fiat Chrysler. Apple is 23%, Google is 18%, and General Motors and Fiat Chrysler are both 11%. I like holding a lot of cash, …