Friday, January 3, 2020

Today's Rebalancing: Apple (AAPL)

Today we decided to reduce our position in Apple (AAPL) to some degree. Originally we started this position in July 2015 at a price of USD 125.00 per share.

Today we sold shares at a price of USD 299.40 per share. This represents a gain of 139%. This is a quite satisfactory result.

The proceeds are intended to increase other positions in our portfolio next week. At present candidates are Walmart (WMT), Franklin Resources (BEN) or A.O. Smith (AOS). Typically, the final decision is made on the day.


Disclosure: We hold positions in all of the companies mentioned in this post. Do your own due diligence and consult with a financial advisor before making financial decisions. This blog is for inspiration only. All responsibility with decisions you make is yours.

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