Your Top 10 Largest Holdings (2021)

[fenders53]

(06-03-2022, 09:28 PM)rayray Wrote:

(06-03-2022, 07:15 PM)fenders53 Wrote:

(06-03-2022, 01:52 PM)rnsmth Wrote: I have no problem holding GILD.  It is down about 9% share price wise and its current yield is about 4.6% - and it is a safe dividend.

Timing is everything.  You might have a different opinion if your share s were down 50%+.  Pretty sure total return the past 6yrs is actually negative.  That is pretty horrible for somebody in the accumulation phase, during a bull market.  It would have been hard to pick a worse major pharma stock.

'timing is everything'

yep--and fenders and i are getting shorter on time LOL

I know you don't like to sell.  Patience is good, but if a company is struggling for a few years, I need to hear the plan that corrects that within a few years.  Otherwise it's probably more opportunity cost.  If I just wanted a dividend stock with a high yield, buying GILD now might be OK because I missed the beating.