• Portfolio Management for January 31, 2017

     
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    Yesterday, I opened a new 1/2 CRM long position when the stock started bouncing from oversold levels.



    The portfolio is now 30% long and 10% short.





    XLV and IBB look positive. I will keep both related positions for now (long JNJ and short 1/2 IBB).





    The trade ideas for today are below.