would like an opinion on selling AAPL/MSFT shares

My stock portfolio is about 50% VOO/25% VGT and a bunch of individual stocks from different sectors. VOO and especially VGT are super heavy on AAPL & MSFT as it is. The indiviaul Apple and Microsoft stocks I own make up about 15% of that remaining 25% of my portfolio. I bought them when they were really cheap in October 2022 and have held them since for some great returns. Now I am wondering if I should sell them and allocate into that ~15% into VIG or SCHD or other individual companies for more diversity.

Advice appreciated - ty!

submitted by /u/safari-dog
[link] [comments] https://www.reddit.com/r/stocks/comments/14783di/would_like_an_opinion_on_selling_aaplmsft_shares/
Created 2y | Jun 14, 2023, 5:21:43 PM


Login to add comment

Other posts in this group

Rate My Portfolio - r/Stocks Quarterly Thread September 2023

Please use this thread to discuss your portfolio, learn of other stock tickers, and help out users by giving constructive criticism.

Why quarterly? Public comp

Oct 21, 2023, 1:20:16 AM | reddit stocks
Tax planning when selling one stock to buy another stock?

When you sell a stock to buy another stock, do you prefer to set the estimated amount of the capital gains taxes aside in a money market or do you think it better to

Oct 18, 2023, 6:20:11 AM | reddit stocks
Retirement Planning's-3 stocks could help power your investment portfolio and make you wealthier by retirement.

Saving for retirement is crucial, but relying solely on a 401(k) might not be enough due to high inflation. Consider investing in growth stocks, especially in the tec

Oct 18, 2023, 1:51:00 AM | reddit stocks
r/Stocks Daily Discussion Monday - Oct 16, 2023

These daily discussions run from Monday to Friday including during our themed posts.

Some helpful links:

Oct 18, 2023, 1:50:58 AM | reddit stocks
Discovery Financial Services (DFS). Any good ?

I’m think this is not a good investment as there is no chatter at all on the 52 week low. They are involved in a class action lawsuits by investors and credit card co

Oct 18, 2023, 1:50:56 AM | reddit stocks
Tax implications of selling one etf for a dividend etf?

Sorry if this is the wrong sub. Let’s say I had $1 million in VOO but I wanted to sell half of it to buy SCHD. It would suck to pay taxes on $500k. So how would you g

Oct 18, 2023, 1:50:53 AM | reddit stocks
Crocs Stock Analysis (CROX)

Hey guys, I did a deep dive into Crocs. In this analysis, I will do a brief breakdown of the company and go over some quantitative data, qualitative data and estimate

Oct 18, 2023, 1:50:51 AM | reddit stocks