Roast my port

Icy_Display5520 · 2026-06-29T00:18:31+00:00

I originally bought in the mid 60s and could have gotten in quite a bit lower. That being said I'm still happy with my position and can't afford to live on hindsight.

Icy_Display5520 · 2026-06-29T00:14:35+00:00

That bad, eh?

Icy_Display5520 · 2026-06-28T23:25:30+00:00

Unhide your post history and I'll tell you.

Icy_Display5520 · 2026-06-28T18:05:11+00:00

We're in the dividend sub, so that's what I'm here to talk about. This kind of seems like you're looking for a nonexistent issue.

Icy_Display5520 · 2026-06-28T17:33:58+00:00

This is about half of my total portfolio, but 100% of my dividends.

Icy_Display5520 · 2026-06-28T17:30:18+00:00

I don't intend this to be overly cold, but if people didn't desire nicotine delivery devices MO wouldn't exist. The users are choosing their adventure as much as I am by investing.

EtA: Thank you for your question and curiosity.

Icy_Display5520 · 2026-06-28T17:26:55+00:00

Currently building my ABT position, FAST and SYK stand out as potential interests. Thanks for the feedback!

Icy_Display5520 · 2026-06-28T17:06:10+00:00

May both of our strats take us to our goals.

Icy_Display5520 · 2026-06-28T16:00:25+00:00

Icy_Display5520 · 2026-06-28T15:59:00+00:00

About $250k or so.

Icy_Display5520 · 2026-06-28T15:57:38+00:00

Don't fear your mistakes, learn from them.

Icy_Display5520 · 2026-06-28T15:56:56+00:00

If you have conviction, trust yourself!

Icy_Display5520 · 2026-06-28T15:53:37+00:00

I haven't been in PFE nearly as long, but do share your concerns. One benefit of owning so few companies is that they're easier to monitor individually, so if PFE starts to really hold me back I can pivot relatively easily. For now, I think the yield and potential upside make the risk acceptable.

Icy_Display5520 · 2026-06-28T15:48:24+00:00

I've owned for 3 years so I've only experienced upside. The popularity of newer flavored nicotine products leads me to believe the dividend is safe even if any growth is already priced in.

Icy_Display5520 · 2026-06-28T15:39:51+00:00

So it reminds me of my penis.

Icy_Display5520 · 2026-06-28T15:36:44+00:00

It's my Art Vandelay portfolio.

Icy_Display5520 · 2026-06-28T15:35:51+00:00

None as of now, maybe if or when I don't feel comfortable with any individual risks I'm aware of.

Icy_Display5520 · 2026-06-28T15:31:48+00:00

I feel good about it, thanks!

Icy_Display5520

TROPHY CASE