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An Apple Trade in Review

|Includes: Apple Inc. (AAPL), ADBE, SYNA

Three months back, I was ruminating about my increasing interest in Apple and wondering whether it was a good idea to also own companies that compete with the tech giant.
Ultimately, I decided to put my money on Apple (NASDAQ:AAPL) outperforming those companies. I sold off two-thirds of my Adobe (NASDAQ:ADBE) shares. I liquidated my position in touchscreen maker Synaptics (SYNA.)
I felt pretty good about it then.
So, how did that play turn out a quarter later?
It was looking pretty smart until last week....

Read on here: