Google and Nvidia

0
0

Hi Dan,
Both of these Megacaps have had a great run this year, and I was wondering if you think now is a good time to sell a bit, or if there’s more runway?

Thanks.

Marked as spam
Asked on September 4, 2025 8:48 am
50 views
0
Private answer

If my underlying thesis is still in tact for the company, and in the case of Alphabet it certainly is for me, I continue to accumulate and hold.

The only time you will ever see me selling off is if allocations get a bit too high for my liking. For example, if my 5% position in Google grew to 10%, I might trim back a bit. This is a risk-tolerance kind of thing and just downside mitigation due to over exposure to a single company.

But outside of that, investors are best just buying strong companies and holding them for the long-term. As Buffett once said, don't water your weeds and trim your flowers.

Both of these stocks could pull back, no doubt, but you don't need to be worried about short-term pullbacks. Focus more on the long-term thesis.

Marked as spam
Posted by Dan Kent
Answered on September 5, 2025 9:10 am
1
Great advice Dan!
(Rick Reeves at September 6, 2025 2:42 am)