December 15, 2014

Exiting $ALXN

Today hurt my balance a decent amount.  About 1.5% vs a much lower loss in the overall stock market.  Most of this came from my gold position.  Only one stock moved enough to warrant an exit, and that is $ALXN.

At some point, I may need to add to my holdings.  The time is not yet there though.  Market could still kick back and reach new highs, which would signal to me that it's time.  Or $SPY could fall another 2-3%, and that would signal to me that it's time as well. 

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