Bart Yee on CNBC trader bought Apple one day, sold it the next - 'Wonder if he takes the tax consequences of day/week/month trading plus any trading costs into consideration in his profits and losses for his fund, JOET. Just for laughs, here’s the performances of Terranova’s JOET fund vs a few benchmarks. Let’s see if his managed fund based on momentum trading brings much return vs AAPL and standard indexes or index funds. Remember, any returns here should be tempered with management fees, load fees, and capital gains distributions. Numbers data from Yahoo Finance: YTD return: JOET +1.0% AAPL -2.3% S&P500 +0.5% NASDAQ 100 -1.4% DOW +3.3% Vanguard Total Stock index +1.1% 1 yr return from Feb 2025 JOET +6.4% AAPL +8.7% S&P500 +12.1% NASDAQ 100 +12.2% DOW 11.5% Vanguard Total Stock index +11.9% 3 yr return from Feb 2023 JOET +55.0% AAPL +80% S&P500 73% NASDAQ 100 106% DOW 50% Vanguard Total Stock index +78% 5 yr return from Feb 2021 JOET +59% AAPL +105% S&P500 +75.3% NASDAQ 100 +83% DOW 57.7% Vanguard Total Stock index +65% All time since Nov 23, 2020 return: JOET +72.5% AAPL +239% S&P500 73% NASDAQ 100 163% DOW 69% Vanguard Total Stock index +99% Tell me again why I should listen to anything Terranova says when he barely, (or if he lags), beats the major indexes or index funds. Just another day point showing yet another actively managed lagging behind major indexes and a passive Stock Index funds, worse if you consider all the fees.'
on Apple investors: Mark your calendars for March 4, 2026 - 'I see gruber is now speculating that immersive F1 broadcasts are coming to Vision Pro, given AppleTV is the exclusive broadcast partner for F1 in US. Here’s another onion I could add to that stew – what if part of the Google Gemini deal included other chips traded? Suddenly a very polished YouTube pops up on Vision Pro. Like I mean out of nowhere. What if Apple is supporting YouTube’s video push? And Vision Pro. Now new beta has CarPlay video. YouTube will be an instant beneficiary of that. New devices coming if not March 4, then certainly in the months following.'
on Why Apple pops while AI stocks are getting whacked - 'On holding during downdrafts, the question I ask myself is, “Would I buy at this price?”'
on What's the one Apple Service nearly everybody ponies up for? - 'One other tip: when you scroll down from the top, the first time you encounter “$4.99 Movies“ is not the complete list. Keep scrolling down until you find the row of colored tiles. The first one of those, usually purple or blue, is the &4.99 bin divided into categories.'
on Why Apple pops while AI stocks are getting whacked - 'A similar story for a lot of us here, Joe. Although I wouldn’t say I’m a “lazy” investor. It’s just that for most of the the past 30 years of doing 2-3 hours a day of reading reports and news of relevance to my investing, I’ve almost always landed on Apple as my best and biggest bet for investing – not least because it’s always allowed me to sleep at night without worrying that I missed some sign, piece of news, or information that could suddenly rear up and start destroying everything around it. Every few months I’ve always asked myself, “If I had all cash today, would I buy the stocks and amounts that I’m currently holding?” And the answer when it’s come to Apple has almost always been “Yes.”'
on AI gobbled up 400,000 U.S. jobs last year — Professor - 'Low hire … Low fire … We’re not in Kansas anymore.'
on Josh Brown: 'I think Apple could be the stock of the year' - 'Thank you, Joseph. Greed exists at all levels. Thankfully it’s not universal. But it’s definitely more visible with wealth. Another pet peeve of mine is the white collar scammers that injure masses of people and get a slap on the wrist or short sentence to club Fed. vs “poverty crimes” even with violence that injure a few people and get 20 years in a state hell hole. End of rant! 🙂'
on What's the one Apple Service nearly everybody ponies up for? - 'I too wasn’t aware of this. Just looked through and bought a bunch of great $4.99 movies. Thanks for the tip. Anyone know how often the $4.99 bin gets refreshed?'
on Why Apple pops while AI stocks are getting whacked - 'I think that is actually Apple’s mission statement. Bring technology products to the consumer. (Differently than Radio Shack did. ) This was from an article in the Economist years ago. The writer said this is why Apple would endure. They were not a computer company or an iPod company, they delivered technology to consumers which meant they were not married to any one technology and could adapt as the world changed.'
on What do Apple, AstraZeneca, Vici Properties and Ulta Beauty have in common? - 'Only PED knows for sure, Roger – and maybe not even then, if he used a pseudonym. Of course, I was being fascetious….'
on What's the one Apple Service nearly everybody ponies up for? - '$4.99 classics I wasn’t even aware of that category. Thanks. I will use it a lot.'
on What's the one Apple Service nearly everybody ponies up for? - ' I’m usually searching for $4.99 classics that don’t show up often on streaming services. I’m amazed at the number of really good movies that have ended up in private collections, then made available on YouTube. Most aren’t available for purchase, and entails rates seem high. I don’t go there often because finding desirable content is difficult.'
on What's the one Apple Service nearly everybody ponies up for? - 'AppleOne for me – I use all 6 slots. The only part we don’t really use is Apple Arcade. Music, TV, Fitness, Cloud Storage, News+, we all use everyday.'
on Josh Brown: 'I think Apple could be the stock of the year' - 'Bravo Bill. Well put. Oh, the sweet smell of the truth.'
on What's the one Apple Service nearly everybody ponies up for? - 'Apple Music first for me. It’s like the old days when you could listen to the LP in the store before buying. If I like it I buy it, figuring the artists will get a bit more than simply streaming. And I am about to pull the trigger on Applecare+. Getting multiple devices covered is cheaper.'
on What's the one Apple Service nearly everybody ponies up for? - 'Apple One does complicate the picture of measuring individual services and how many users are paying separately. I have a family plan so there are 4 users who all have access to the bundle of services. Do we know for sure if the charts have been scrubbed to avoid duplicate counts or should we add the Apple One subscriptions to each category. Seems like the chart would need to be redone.'
on What's the one Apple Service nearly everybody ponies up for? - 'One more reason I rant on about “new to” xyz device.'
