Thread: Rebalancing

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  1. #1
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    Nov 2011
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    Rebalancing

    I know the conventional wisdom says to rebalance but the two biggest positions in my accounts are Apple and Berkshire B. They have grown to be about 30% of one of my accounts but I just don't see a reason to trim them. I would sell some of the position but with the yield to cost on Apple of about 4% I just don't see anything else to invest in that is better. Berkshire I'm less worried about because it is diversified but it still a big part of the account. I think I may forgo the conventional wisdom but wanted some thoughts. Anyone else holding a stock or stocks that are out of balance with account?

  2. Stocks/Investments Moderator boneil's Avatar
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    Jul 2010
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    Aberdeen, MD
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    #2
    AAPL yielding you 4%, talk about a good problem to have. I wouldn't dare touch it until the AAPL story changes. If they are finally getting into healthcare devices, which it looks like they are based on their recent presentation, then they have much more room for growth. Berkshire is diversified in its self so no worries.
    Thanos was the hero

  3. Member
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    #3
    I regret selling APPL at 127 when I bought at 97.