This week Chit Chat Money and I released a podcast in advance of Apple’s earnings.
We talked services, Tim Cook, AR/VR, Apple Pay, Apple Watch, valuation concerns, supply chain and more!
With its earnings release yesterday,
$AAPL proved once again that it can still put up impressive growth numbers.
785mm paying subscribers coupled with record iPhone sales led to a remarkable quarter.
$AAPL is my largest holding, and I expect to hold it for years to come. That being said, I have considered trimming a bit to redeploy into a handful of smaller bets.
How do you handle large positions?