NEW YORK (TheStreet) -- In late August, I wrote a blog post disclosing a halving of our Apple (AAPL) position by selling half of our shares in the iShares US DJ Technology Sector Index Fund (IYW) and replacing it with the First Trust Technology Dividend Index Fund (TDIV).IYW had roughly a 25% weighting in AAPL and TDIV has no exposure. The ETF swap took our portfolio weight from about 4% down to 2%. The logic behind the trade was based primarily on sentiment indicators, weighing how over-owned the stock was, the almost cultish mania surrounding the name, the difficulty most stocks have when they become the largest company in the world, other than Exxon Mobil ( XOM), and from a more technical perspective the parabolic arc of the share price during the summer. RRGR) that our firm subadvises. On this go around we simply bought the stock directly as opposed to undoing the ETF swap from August. I had hoped I would get a chance to buy the stock if it ended up falling and that is how it played out. Buying AAPL the day after the election during something of a panic will either turn out to be a good trade or not. With the sale, there was no expectation of top ticking it. With the buy Wednesday, there is no expectation of bottom ticking it. Follow @randomroger This article is commentary by an independent contributor, separate from TheStreet's regular news coverage.