I must be between panic and capitulation. It's not so much the market, but rather the politics. I just don't have much faith that they will extend the long term capital gains rates among other things like running the economy straight off the cliff this time. At the start of the year I was about 99% equities. Last week at this time, I was 90% equities and 10% cash. Today I am about 50% equities and 50% cash. I am planning to go to 20% equities and 80% cash by the end of the month.Stocks sold this year:Amerigroup (Thanks to Wellpoint)AT&T (Thanks to Apple)Costco ($100 a share really?)Valspar PentairThermo FisherMcCormickStocks on the chopping block:VF Corp IBMpfizerXcel EnergyStocks that I am keeping for now (maybe)AeropostaleEaton VanceBank of AmericaCreeBrooks AutomationOccidental PetroleumBerkshire Rockwell CollinsC2H5SH
Best Of |
Favorites & Replies |
Start a New Board |
My Fool |
BATS data provided in real-time. NYSE, NASDAQ and NYSEMKT data delayed 15 minutes.
Real-Time prices provided by BATS. Market data provided by Interactive Data.
Company fundamental data provided by Morningstar. Earnings Estimates, Analyst Ra