The creator mentions reducing Apple allocation slightly due to portfolio concentration but has not sold for fundamental reasons.
Source Post
The Real Reasons to Sell Stocks
Jun 4, 2026
The creator discusses reasons for selling stocks, emphasizing that market highs or slight downturns are not primary drivers. Valid reasons include needing funds for retirement, rebalancing a portfolio, or adjusting asset allocation. For individual stocks like Apple and Berkshire, a fundamental change in the company's business or excessive portfolio concentration are considered, though the creator notes they haven't sold these specific stocks for fundamental reasons and only slightly reduced Apple due to its size.
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