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What to raze when ‘own, don’t exchange’ Apple and Nvidia develop into gargantuan positions

Apple Inc. MacBook Professional and Air laptops on the recent Apple Inc. store within the Starfield mall at some level of its opening in Hanam, South Korea, on Saturday, Dec. 9, 2023.

SeongJoon Cho | Bloomberg | Getty Photography

Here’s our Club Mailbag email [email protected] — so that you simply ship your questions about to Jim Cramer and his crew of analysts. We’re going to come up with the probability to now not provide non-public investing recommendation. We’re going to come up with the probability to simplest take into fable extra overall questions regarding the investment course of or shares in the portfolio or connected industries.

This week’s quiz: Hi, I in actual fact hang 18 shares. My top 5 holdings are as follows: Apple (39.89%), Nvidia (16.6%), Eli Lilly (8.2%), Broadcom (7.56%) and Costco (6.76%). The relaxation hang portfolio weightings below 5%.

  • Apple and Nvidia are “own, don’t exchange” shares, so ought to they be saved as they are, or shrink down?
  • If I in actual fact settle on to promote them, is it better to pay less in taxes or support the associated price bases decrease? I’m in actual fact at a loss for phrases in phrases of taking earnings.

Thank you. — Jennie (Founding Member)

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