Is it worth rotating between the Magnificent 7, or is it better to just never sell?

u/Rmunu-12gmunu · Reddit — r/ValueInvesting · August 11, 2026 at 16:13 · ⬆ 15 pts · 💬 28 comments  | View on Reddit ↗
AI Summary

Summary

  • Post asks whether investors should rotate Mag 7 winners into undervalued Mag 7 names or simply hold long-term.
  • Author is up ~80% on GOOG and ~40% on MSFT, and leans toward holding winners to preserve compounding.
  • This is more of an investing-strategy question than well-researched DD; no deep valuation analysis is provided.
Score 15
Comments 28
Upvote % 80%
Full Post Text
Ideas
u/Rmunu-12gmunu Reddit r/ValueInvesting
Author is up ~40% on MSFT and still believes in the company long term. The author’s math shows that holding a growing position requires increasingly smaller percentage gains to compound wealth. MSFT is better held than sold to chase an unidentified undervalued Mag 7 name. Another Mag 7 stock may genuinely be undervalued and could outperform MSFT; concentration risk also remains.
u/Rmunu-12gmunu Reddit r/ValueInvesting
Author is up ~80% on GOOG and still believes in it long term. The post questions whether selling a compounding winner to rotate is worth it; holding avoids taxes and preserves upside. GOOGL remains a long-term hold rather than a rotation candidate. If GOOGL fundamentals deteriorate or valuation becomes extreme, holding winners could give back gains.
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This Reddit post, published August 11, 2026, features u/Rmunu-12gmunu discussing MSFT, GOOGL. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: u/Rmunu-12gmunu  · Tickers: MSFT, GOOGL