03-20-2016, 12:29 PM
DW, Thanks for that portfolio review. I sold BAX and BXLT for the exact same reasons, it was hard for me to sell but I don't regret the decision one bit. My other spin-off I've been sitting on has been CCP, still not sure at the moment what I'm going to do but I may buy if it drops below 25. In my ROTH I missed the down turn earlier in the year because I've been building up a cash position, trying to get to that 5% mark, once it breaks 6% I'll invest 2% of those cash reserves and repeat the process. I've never been one to hold cash so this is something more of a personal agenda then anything else.