Anyone have thoughts on Olin, Zscaler or Welltower? Looking to reallocate about 20% of my portfolio that is currently invested in APPL. Would also love to hear any picks for small or mid cap companies with really good growth potential as the bulk of my portfolio is pretty balanced. The assets I have in Apple are earmarked for a more risky, higher growth allocation. Since i'm sure people would think i'm crazy to sell APPL, I have a rule not to invest in any companies working on or involved in accelerating the push for generative AI(MSFT, GOOG, META, NVDA). And yes it sucks watching those stocks skyrocket. Luckily I get my entertainment from watching my long term TSLA position and recent RIVN shares fluctuate wildly.
This is a crosspost, sorry if i annoyed anybody.
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