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Personal Finance and Investing

bif

(25,966 posts) Wed Jul 2, 2025, 11:33 AM Jul 2

My broker thinks I should sell half of my Apple stock [View all]

My IRA portfolio is heavily weighted in Apple. I've owned it for 25 years or so and obviously have done quite well with it. I've been very patient over the years and I'm thinking maybe sell 1/3 of it at most. But my gut tells me to just ride it out. I know it's down from it's $260 high, but it's still a great company.

Thoughts?

7 replies

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My broker thinks I should sell half of my Apple stock [View all] bif Jul 2 OP

Since this is IRA you can. No capital gain tax. question everything Jul 2 #1

This message was self-deleted by its author Ocelot II Jul 2 #2

Why don't you sell covered calls on a designated portion? Frasier Balzov Jul 2 #3

I'm not sure that all brokerages allow covered calls on IRA accounts. Some do. 3Hotdogs Jul 2 #5

Kinda depends on what he'd have you move to nilram Jul 2 #4

These are the companies he's suggesting... bif Jul 2 #6

It wouldn't be a bad time to think about increasing moniss Jul 2 #7

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