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Re: BullNBear52 post# 229710

Tuesday, 04/22/2025 7:53:43 PM

Tuesday, April 22, 2025 7:53:43 PM

Post# of 234196
I was "all in" on equities and held nothing but. My broker was out and had someone else facilitate a sell for me. First she advised me against and then also stated my account was way too equity heavy(all in). I wasn't conservative at the time because I knew better than that. She was also wrong regarding the advisement as history shows.

Closed a rough 9 positions over 2.5 years(2/3) on my last count(forget some of em'). What I hated the most was figuring out E.O.Y taxes while I was closing.

The amount of cash I made on UNP was insane. The only one I reentered was Pfizer(recently). And to be honest, that was my best entry/exit given it was unexpected returns from PFE thanks to covid. I more than doubled it...and reentered at the same damn place I started at...lol. A double on PFE??? PFE is for income and spinoffs...lol.

p.s. the crazy thing with PFE, I added for an upcoming spinoff and the plan/speculation was a reduced dividend(pre covid). I instead got an increased dividend and a spinoff that I sold immediately :)

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