I have the opposite feeling that a lot of people are celebrating the stock. As for me: I don't like Apple as a stock at all, I'm just a consumer victim here and I think that the stock will take a temporary hit if Warren goes up a level. (Let's all hope he turns 200, but I still think so)
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@trade_visionary_818 It's not about Apple
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@trade_visionary_818 I don't even think that the share will make much of a dent. If it does, then only for a very short period of time. Buffett himself communicates very openly that he is playing for extra time. If the good man leaves us, nobody should be too surprised. Besides, his successor has long since been decided and it is questionable how many decisions he will actually make on his own.
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•@Soprano Despite the reduction in the position, I still have too many eggs in a tech basket that is relatively uninnovative. As I said, I'm an Apple consumer, but I can't understand the hype surrounding the stock. Apple is already too high for me in every ETF gewichtet🤷🏻♂️ That's why I wouldn't invest in $BRK.B. (Just my personal reasons + decision)
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@trade_visionary_818 If you've read anything I've written, you know that I'm also very critical of Apple. But so is Warren and that's why Berkshire still belongs in the portfolio.
Mathematically speaking, an investment in Apple means
50% a purchase of unique companies that are otherwise not listed on the stock exchange
25% is cash
8% is Apple 🍏
Even if Apple falls by 50%, which would be huge, it only destroys 4% of your investment. Berkshire has already risen by 18% since 1 year, which would still mean a gain of (18%-4%) = 14%.
Mathematically speaking, an investment in Apple means
50% a purchase of unique companies that are otherwise not listed on the stock exchange
25% is cash
8% is Apple 🍏
Even if Apple falls by 50%, which would be huge, it only destroys 4% of your investment. Berkshire has already risen by 18% since 1 year, which would still mean a gain of (18%-4%) = 14%.
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@trade_visionary_818 As long as the unique Berkshire companies are as well managed and performing as they have been, you shouldn't be looking at the investment portfolio at all. It has not been the main source of returns in recent years
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@Soprano fair points and I would still never invest, see above 🫡
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