Poll

what percentage of your portfolio are you comfortable having in APPL

Only registered users are allowed to vote for this poll.
31 votes were received.

0% - It's doomed	3		10%
5% - It's Doomed but just in case	3		10%
10% - My broker say never go more than 10% in anything	4		13%
20% - I think I know more than my broker	5		16%
30% - I'm a believer but not a risk taker	3		10%
50% - It's too big to fail	6		19%
75% - Go big or go home	1		3%
100% - I'm Mavic!	6		19%

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My APPL is a pretty good chunk of my portfolio, to the point where it dictates my earnings. I'm still comfortable with it but do feel some nagging in the back of my head. Just curious what level others are comfortable with.

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“No persons are more frequently wrong, than those who will not admit they are wrong.” -- François de La Rochefoucauld

"Those who cannot accept the past are condemned to revise it." -- Geo. Mathias

The German word for contraceptive is “Schwangerschaftsverhütungsmittel”. By the time you finished saying that, it’s too late

I'm really close to 100% AAPL. I still have some other stocks, but they dwarf in comparison to my AAPL holdings, so I chose 100% for the poll.

I ain't shook with the recent dips. I haven't sold one share of AAPL in 23 years of investing.

I sometimes wonder if having all dividends and no buybacks would have treated me better than the current distribution though. They keep saying how great buybacks are for the stock, but I'm skeptical.

I'm 65 and ready to spend some of my loot! I fear that is I sell now, the stock will skyrocket in the near future.

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Mr. Lahey: A lot of people, don’t know how to drink. They drink against the grain of the liquor. And when you drink against the grain of the liquor? You lose.

Randy: What the @#$%& are you talking about?

About 15%. Would be more but I sold off a lot on the way up. Gifted both of the kids 100 shares a few years back.

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Embarassing myself on the Internet since 1978.

you could sell some calls when it drops.
it's like one of the top 10 world companys now, ain't it?
I'd be comfy with 25% and an ice cream cone.

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!#$@@$#!

composed with both pinkie toes

As much as my Vanguard Index fund has of it...

FWIW, having 30% of a portfolio in one stock should only be done with someone who has a very strong stomach for risk.

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Rick-o
I'm really close to 100% AAPL. I still have some other stocks, but they dwarf in comparison to my AAPL holdings, so I chose 100% for the poll.

I ain't shook with the recent dips. I haven't sold one share of AAPL in 23 years of investing.

I sometimes wonder if having all dividends and no buybacks would have treated me better than the current distribution though. They keep saying how great buybacks are for the stock, but I'm skeptical.

I'm 65 and ready to spend some of my loot! I fear that is I sell now, the stock will skyrocket in the near future.

Atta boy! Buy and hold is really the only way to go. Of course as you're approaching the point of needing those funds, it's best to modify your plan accordingly. The only other piece of advice I can give you is to start employing some wealth preservation strategy. DO NOT ever think you'll miss out on future earnings....you can never time markets consistently and accurately.

^^^ well that and ya can't take it with ya!

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Hurts like a bastid...

I think I have $5k worth of Apple which started out as $250.

IMO it’s crazy to have such a large portion of your net worth in a single stock. Seriously think about diversifying.

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It's 11.4% as of today. I'd much prefer 5% but getting it down to that level would incur big capital gain taxes.

You left off the "I'm an idiot and sold but I needed the money," option.

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Hurts like a bastid...

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freeradical
FWIW, having 30% of a portfolio in one stock should only be done with someone who has a very strong stomach for risk.

Perhaps this will change your opinion:

[www.asymco.com]

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mrbigstuff
You left off the "I'm an idiot and sold but I needed the money," option.

:THIS:

I wish I could go back and buy a PowerBook 2300 for $1000 closeout at the time instead of the brand new Wallstreet era PowerBook G3s (I got the unit with the DVD drive and decoder, which really was an excellent value in 1998 because they were selling portable DVD players with 4-6" screens for something like $500-800 by themselves...) and get $2500 of AAPL with what I spend on the Wallstreet and not sell it for a long long while.

I had a conversation with my grandparents the year before, '97, when the AAPL was all-time low. Almost bought $2k shares then. Probably should have convinced them to buy $10k shares then.

[www.kiplinger.com] says that $1k AAPL bought 20 years ago - so 2003, and it went up a bit between 97/98 and then - would be worth $600k today.

I'd be done. I'd be set. Even if I sold half every time it doubled... it might not be quite $6 million.
But.
I.
feel.
stupid.

I want to but don't want to know the answer to this question now:

if I bought $10k of AAPL stock when it was at its lowest value in 1997 (or pick an arbitrary point in time and sold half every time it doubled in value, how much money would I have today and how much AAPL stock value would I still hold?

OK check my math I think it's like this, assuming the $$1=>$600 ratio is correct that means approx every 2 years it doubled so:

YEAR	TOTAL	STOCK	CASH
year 1.	1000		
year 3.	2000	1000	1000
year 5.	4000	1000	2000
year 7.	8000	1000	3000
year 9.	16000	1000	4000
year 11	32000	1000	5000
year 13	64000	1000	6000
year 15	128000	1000	7000
year 17	256000	1000	8000
year 19	512000	1000	9000

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g=



Edited 2 time(s). Last edit at 09/22/2023 11:38PM by gabester.

I'm bullish on Apple but it's way less than 5%. Maybe half that. I guess it would be a different story if my limit order had gone through in 2001-2002. It was very close to executing...until I finally chickened out and canceled it after a couple weeks. Probably missed out on a 400-bagger and didn't end up purchasing Apple as individual stock for another 15 years.

I remember not following through with my convictions on Apple back in ‘97, then Amazon a few years later. I vowed to never make those mistakes again. So when the opportunity to buy Tesla came up in 2017, I jumped on it. Sometimes it takes a lesson or two before you learn, or like they say, third times the charm.

My wife and I have separate portfolios, mine is growth-oriented and currently has close to 50% AAPL. My wife's portfolio is earnings-oriented with an emphasis on dividends. She has no AAPL. We use hers for our retirement income, as long as her investments pay 8%-10% annually we have no need to touch mine currently. My investments will be to cover future inflation and for unexpected needs or major expenses.

We live pretty frugally and have no debt, so should be fine. Like I said I'm comfortable with the AAPL exposure but it is starting to give me pause.

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“No persons are more frequently wrong, than those who will not admit they are wrong.” -- François de La Rochefoucauld

"Those who cannot accept the past are condemned to revise it." -- Geo. Mathias

The German word for contraceptive is “Schwangerschaftsverhütungsmittel”. By the time you finished saying that, it’s too late

23.49%. Unlike gabester, I’m not going to describe how foolish my investment strategy failed with AAPL.

I remember my uncle telling me to invest in Xerox, IBM and Boeing some 50 years ago and I would be able to sleep well and retire rich. It was reasonably good advice back then.

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Saint Cloud, Minnesota, where the weather is wonderful even when it isn't.



Edited 2 time(s). Last edit at 09/23/2023 08:28AM by Speedy.

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Speedy
23.49%. Unlike gabester, I’m not going to describe how foolish my investment strategy failed with AAPL.

I remember my uncle telling me to invest in Xerox, IBM and Boeing some 50 years ago and I would be able to sleep well and retire rich. It was reasonably good advice back then.

Someone will say the same about Apple, Tesla, and Amazon in 50 years.

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“No persons are more frequently wrong, than those who will not admit they are wrong.” -- François de La Rochefoucauld

"Those who cannot accept the past are condemned to revise it." -- Geo. Mathias

The German word for contraceptive is “Schwangerschaftsverhütungsmittel”. By the time you finished saying that, it’s too late

AAPL was originally 30% of my portfolio but after splits it’s ballooned into more like 75%. I’ve been trimming my stake and replacing with TSLA now.

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MacResource User Map: [www.zeemaps.com]#

I’m probably at 5% right now. But that was just from some money I inherited from my dad. About 90% are in index funds through my retirement plan, and another 5% or so in I-bonds and T-bills.

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Ombligo
I'm comfortable with the AAPL exposure but it is starting to give me pause.

I suggest the same to you as I did to freeradical—read this:

[www.asymco.com]

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Article Accelerator

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Ombligo
I'm comfortable with the AAPL exposure but it is starting to give me pause.

I suggest the same to you as I did to freeradical—read this:

[www.asymco.com]

Apple will be a sound company for years to come, but to an investor is that enough? I need my investment to do one of two things - increase in value and/or not lose more in value than it pays in dividends. Apple dividends are not overwhelming, so I need it to increase in value. So now the question becomes will it increase in value at a rate that continues to be worth holding on to? In short, where is my investment going to perform the best for me.

If Apple can guarantee me a 10% rate of return but Bubba Joe's Bait Shop can give me 15% with no additional risk or Happy Ending Massage Parlour can give me 20% with a slightly higher risk - which is bast for me? The answer may be different for you.

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“No persons are more frequently wrong, than those who will not admit they are wrong.” -- François de La Rochefoucauld

"Those who cannot accept the past are condemned to revise it." -- Geo. Mathias

The German word for contraceptive is “Schwangerschaftsverhütungsmittel”. By the time you finished saying that, it’s too late

with global warming I think Bubba may be in trouble.
Unless Happy Ending MP is in the back room next to the poker parlour.
Happy Ending will do better, until a politician gets caught.
Unless there is a global thermal nuculur war, I think Apple will provide the best guaranty.
And as long as people keep buying the newest iPho when it comes out.
My compadres alone will keep Apple earning.

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!#$@@$#!

composed with both pinkie toes

on another forum I read a guy lamenting a broker convinced his mom to sell most of her Cisco.

that the son had recommended she buy.

since she would have left him ~$40 million in that stock..

of course, that assumes he would have sold & so pocketed EIGHT figures...even after taxes.



Edited 1 time(s). Last edit at 09/23/2023 04:37PM by Bill in NC.

I've posted this before. I bought 75 shares of AAPL in 1999 for $26 each. Three years later I changed brokers and had to divest a few different holdings for financial reasons. I sold my AAPL for $13/share. Yes, I lost money on AAPL. That investment would be worth 1.5M today.

I jumped back in many years later when it was $666 per share (the cost of the original Apple I). That purchase has done very well over the years, but I still kick myself about that meager sale 21 years ago.



Edited 1 time(s). Last edit at 09/23/2023 06:20PM by DavidS.

a local biotech where a friend worked briefly during the early 90s had a share price below $10 for 30 years. I followed only because he had worked there. Literally 30 years of $2 - $12 shares and I used to look it up for fun. Then about 2019 it started climbing and went to about $250 per share. I never did buy any but I did wonder if my friend kept his shares.

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Hurts like a bastid...

Apple represents about 10% of my overall portfolio.

But it's now 24% of my smaller, discretionary stock collection. It started at about 5% and has continued to outperform the rest of my blue chips.

I was told to trim - sold a few shares - but will keep it at 25% unless something untoward happens.

7.08%.

Because we're completely in IVV right now.

Diversity builds wealth. Single securities build fortunes.

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MacResource User Map: [www.zeemaps.com]#