Why we just sold a 50% winner

Hi Partner,

Selling a stock is way harder than buying it.

The opportunity costs are potentially much higher.
The stock can only go down 100%, but the upside you might miss out on is unlimited.

That’s why there are really only a few good reasons to sell.

We sold UnitedHealth Group (UNH) because the facts no longer support the thesis.

We initially bought it in May of 2025.

We now have a price gain of more than $90 per share, plus dividends.

Overall, a return nearing 50% in a year isn’t bad.

So why replace UNH with another stock?

Political pressure is building to slash healthcare costs in the U.S., and the company is intentionally shrinking its business just to protect its margins.

It’s time to take our gains off the table.

We’ll use the proceeds to build our cash position and add to three undervalued stocks we already own:

• A dominant brand taking massive market share while its peers are closing stores.

• A company trading at its lowest valuation ever, with 12 blockbuster products launching with zero competition.

• A Dividend King that has been unfairly beaten down and now yields over 3%.

Ready to find out exactly what changes we’re making to the portfolio?

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One Dividend At A Time,

TJ

Used sources

• Interactive Brokers: Portfolio data and executing all transactions

• Fiscal.ai: Financial data

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