My holdings are pretty low. Lets just say I'm not rich. So selling a little of each is not practical.
But, not selling anything is a definite option. I don't need cash. For one thing I do have cash saved that I could just transfer in to my account. I'm just looking to add more cash so I'm ready to seize any opportunities when they suddenly arise. But if one thinks that holding those 4 stocks ARE an opportunity than I could just hold them.
You are right, that all those stocks have healthy dividends. Although Apple is a special case. Right now, I have all of them set to pay dividends in cash rather than reinvest. In effect that is sort of like slightly paring down my holdings in them and adding to cash.
Problem is, I've made good gains riding this "Trump" rally and for various reasons I don't believe in this rally. I just bought some Under Armour, but otherwise I have just been holding for many weeks now and watching my portfolio rise. I'm getting kind of antsy.
The two stocks I'm most considering selling is Apple and Chevron.
Apple is poised to repatriate a ton of cash to give back shareholders thanks to Trump. But I'm feeling like that is priced in. Increasingly its becoming clear to me that Steve Jobs' Apple is long gone. They are just not coming out with any new exciting products or services. In any case, I own a significant amount of XLK (S&P 500 tech component) in an IRA.
Holding Chevron is ok. But I don't foresee oil prices going much higher from here. The OPEC countries astutely cut production just enough to get prices up to about the breakeven point for fracking, but now that they have done that I don't see prices going up from here. More long term I think EVs are going to be ever more common and that will undercut the oil market.