*Disclaimer: None of this should be taken as financial advice. It is for educational purposes only.

*This post is intended to give a holistic view of my thoughts and opinions on this company and stock, to give more context around the holding within the Stove Portfolio.


Apple is one of those companies that needs no introduction, so I won't do that here. As one of the most recognized brands in the world, Apple seems like a must-have in any portfolio. Now there is an argument to be had that says Apple is already over-allocated, as Apple makes up a good percentage of the S&P 500 and the S&P 500 makes up a good percentage of 401K accounts. Even knowing I already owned a decent amount of Apple, I wanted to own it outright and I'm happy I did so. No plans to sell, but also no real plans to buy more.


  1. Theme: AI & Cloud Computing
  2. Brand, Brand, Brand

Holding Health: BLUE

What do you think about the portfolio? Any questions? Comments? Suggestions? I'd love to hear your thoughts, so please contact me if you feel so inclined!