It's good that you made money on Apple (thus far) ..... however there's A LOT more $'s to be made in Apple over the next 6-12 months, as their new product cycle begins. An investor wants to be well-positioned in Apple stock NOW, in anticipation of what's coming. $'s will definitely continue to move OUT of other holdings, one of which is Google. Google stock will not have another big up cycle toward it's prior highs, in the immediate term. There's just too much pressure on profits to move out of current holdings and INTO the current up trends.