I Sold Costco. The Business Didn’t Break — I Did.

I bought COST in September. The analysis was solid. Overbought? Maybe. But the fundamentals said it had room to grow. I wanted another strong name in the portfolio. This was it.

Then I watched it drop. It never got back to my purchase price.

Every morning with my coffee, I’d check. And every morning, it nagged at me. Not the price itself — this feeling that I was missing something. The numbers said hold. My gut said something else.

So I did what I always do — reran the numbers. Every week. And every week the answer was the same: hold. The math works. Let it do its thing.

But the nagging never stopped.

After months of this, I made the call. Harvest the loss this tax year. Let it go.

The moment I hit sell, I felt instant relief. Then frustration.

35 years of doing this and I still couldn’t make peace with a position that wouldn’t let me sleep.

I’ve survived crashes, dividend cuts, and my own worst impulses. And a grocery store with a 90% renewal rate still got in my head.

I felt obligated to tell you — not because I have it figured out, but because I don’t.

The best trade is the one you can actually hold.

Disclaimer

For informational and educational purposes only. This is not investment advice or a recommendation to buy or sell any security.