Re:Apple Stock Just Crashed To A New Low
by darkspaten on Saturday March 02, 2013 @10:49AM
(#5309803)
> Besides, if you're in technology, you shouldn't be investing in tech companies.
I find that to be an odd maxim. Certainly one should limit exposure to acceptable risk tolerance… say 10-15% of portfolio; however, being in the industry we have significant insight into trends, viability, capital allocation, reputation, market forces, etc. Why wouldn't we leverage that knowledge for investment? When most CIOs were mocking AAPL, the stock was in the low $100s, it was a great time to invest for anyone who spotted the early trend.
I find that to be an odd maxim. Certainly one should limit exposure to acceptable risk tolerance… say 10-15% of portfolio; however, being in the industry we have significant insight into trends, viability, capital allocation, reputation, market forces, etc. Why wouldn't we leverage that knowledge for investment? When most CIOs were mocking AAPL, the stock was in the low $100s, it was a great time to invest for anyone who spotted the early trend.