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Mike's Portfolio Review - Losing Money on Apple, Keep or Sell?
Season 6 · Episode 243

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

The Dividend Guy Blog Podcast · Mike Heroux

September 3, 202539m 28s

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Show Notes

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.

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