It sounds like it would be a good idea, but you'd actually have to take a look at each of the companies, and figure out exactly how much each contract with Apple is going to bring in relative to their current revenue streams.
I think that he may also just be joking that an 'iPad-based portfolio' is not exactly 'conservative.' (I mean it's a brand-new product, it's still risky no matter how hot it looks to be in the market)
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I think he means a portfolio of investments in companies involved in the manufacturing and production of iPads, i.e. http://en.wikipedia.org/wiki/Ipad#Manufacture
It sounds like it would be a good idea, but you'd actually have to take a look at each of the companies, and figure out exactly how much each contract with Apple is going to bring in relative to their current revenue streams.
I think that he may also just be joking that an 'iPad-based portfolio' is not exactly 'conservative.' (I mean it's a brand-new product, it's still risky no matter how hot it looks to be in the market)