In the July Action Alerts PLUS members' call, Jim Cramer discusses why the team has decided to continue to hold almost a quarter of the portfolio in tech.
But the decision has not been an easy one.
"If you were in our office, you would see the torturous nature of all [these decisions]," says Cramer.
Apple (APPL) and Microsoft (MSFT) may be their least expensive tech positions right now. "All right, so Apple's down a little bit. Look, I could say the same thing about Microsoft, right? Microsoft which I believe because of its red hot Azure business will perform amazingly this quarter, but don't forget the PC business is very good."
Watch the video above as he goes through these holdings and helps members understand their rationale for holding them all right now.
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