010 - Why We're Trimming Apple, Visa, and MasterCard - a podcast by American Money Management LLC

from 2020-02-07T01:27:34

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To start 2020 we're trimming a few positions like Apple, Visa, and MasterCard in the AMM Dividend Growth Strategy. In this episode, Glenn explains the portfolio rules that triggered the Visa and MasterCard trades. Then Glenn discusses the stretched valuation multiples and position size rules that triggered the Apple trade.