Vice Squad

We're building a 5-stock 'sin' portfolio that blends reliable cash-generating dividend payers with more volatile casino/betting names for growth kick. On the steady side: Altria (MO) gets the largest slot (25%, the max allowed) because it pays the highest yield in the group (5.8%) and has strong recent momentum (+30% over 6 months). Philip Morris (PM) adds a second tobacco anchor (20%) with a solid 3.2% yield and consistent gains. Anheuser-Busch InBev (BUD) rounds out the defensive sleeve (15%) — its dividend is smaller (1.7%) but it has delivered strong price appreciation (+28% over 6 months), giving some growth alongside income. For the cyclical casino exposure, we picked MGM (20%) and Caesars (CZR) (20%), both of which don't pay dividends but have shown strong 3- and 6-month momentum (MGM +28%, CZR +29%), reflecting a recovering consumer and travel/gambling demand. We avoided LVS and WYNN because both are down sharply over the past 1-6 months, and skipped DKNG given its steep 6-month decline. This mix gives roughly 60% in cash-flow-rich, dividend-paying names (tobacco/beer) and 40% in higher-beta casino operators, aiming to capture steady income while still participating in the cyclical upside of gambling stocks.