Sold the rip. Back to 100% cash. Feel like this time is different than the 2013 pullbacks.
I was wrong in 2013. There is that.
But sold the winners and cashed in. Now will take a deep breath. I do think the year will be a winner, and being long now will end up positive by year end. But I'm trying to be nimble. (Again, that didn't work for me in 2013).
Love the earnings rips on some of the names. I had some ... Wish I had owned them all!