Apple Inc. is an amazing business which needs no introduction; we hold it in our International Equities Portfolio, where it has performed admirably. We can see Apple “taking a rest” in 2024 after a stellar run post-Covid; we are likely to maintain a core holding in this goliath, which will be tweaked up/down into periods of strength & weakness through the year, i.e. 10-15% pullbacks are commonplace for this household name.
- We reduced our Apple exposure slightly last year around current levels, and we see no reason to top back up at this stage.
MM is neutral to bullish Apple around $US190
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