Started trimming my Apple (AAPL) position today. I outlined reasons to be careful with Apple not that long ago here. New rumors about Steve Jobs health just added to those thoughts. This position grown up quite big in my portfolio, it's the largest one, almost 15%. Time to trim it to something below 8%. Usual discipline applies: panic selling and panic buying are equally wrong.
Full disclosure: at the time of publication author had a long position in AAPL. Positions can change any time.
Disclaimer: This article is not intended as an investment advice. Every person should make her/his own investment decisions based on all available information and advice from her/his own financial advisor.
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Occasional grumblings on investing and economy.
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