My $SMG trades
This was a tough sale. I bought for the cannabis exposure in the Hawthorne Gardening subsidiary back before I was a growth investor or had a cogent investment strategy (I sold stocks way too often). I was a big fan of SMG though. Solid business, solid dividend, and a subsidiary I thought would explode. That was March 2017. Hawthorne is now struggling mightily (along with most of the cannabis industry) and SMG has been trailing my benchmarks pretty significantly over the 5+ years I've held. Considering I already have a more pure-play cannabis exposure in $GRWG (plus $GTBIF, $IIPR, $NLCP), I feel like the funds that were tied up in SMG can be better deployed elsewhere in this current environment.
The Scotts Miracle-Gro Company ($SMG) Investment:
Time held from initial purchase: 5.13 years
Total Return: 8.92% vs SPY 51.96% vs QQQ 81.87%
Results: Trailed both of my benchmarks