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Mike's Portfolio Review - Losing Money on Apple, Keep or Sell?

EPISODE · Sep 3, 2025 · 39 MIN

Mike's Portfolio Review - Losing Money on Apple, Keep or Sell?

from The Dividend Guy Blog Podcast

Eight years after rolling a $108K pension into a DIY portfolio, Mike walks through a quarterly review that's up ~200% since inception—but not without bruises. He dissects three laggards (Apple, Alimentation Couche-Tard, Starbucks), explains when he holds vs. trims, and shows the exact process he uses to separate price noise from business news. You'll also hear which names quietly powered returns this quarter and what he plans to change next. Avoid Price Confusion: Save Your Spot for the Upcoming Webinar Make sure to check out the complete show notes. X: @TheDividendGuy FB: http://bit.ly/2Z7Q5gF YouTube: http://bit.ly/2Zs6r1r DividendStocksRock.com

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Mike's Portfolio Review - Losing Money on Apple, Keep or Sell?

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This episode is 39 minutes long.

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This episode was published on September 3, 2025.

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Eight years after rolling a $108K pension into a DIY portfolio, Mike walks through a quarterly review that's up ~200% since inception—but not without bruises. He dissects three laggards (Apple, Alimentation Couche-Tard, Starbucks), explains when he...

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