Friday was difficult for the portfolio, and I had to cut three positions:
FDX was outperforming in a down market, which you do not want to see in a weak stock.
TASR and AWAY were also showing weakness and I felt that the cushion of profit was not large enough to protect winning trades from turning into losing trades.
The list for the day is below. I expect continued fear today on a combination of Ukraine and China issues. I do not expect to trade the portfolio today. Only the UAL long is looking good for now.