I sold INSM for a loss even though I may regret it later...
I bought more PUDA and BSPM -- names I like and the people I follow like a lot.
I want to only hold my best ideas -- when you start doing well, there's a tendency to allow second-rate stocks enter the portfolio and this is pretty much the same as giving your money away.
I'm not afraid to buy cheap China microcaps on a pullback. I know they make money and will make money in the future. Stupid stocks like AIG are going down -- and that's a good thing. They never deserved to be so high. A lot of StockTwits are shorting for small change. I should make 50 - 100% on PUDA here. I also like NEP which I sold out - and here it is just a bit above where I first bought it.
UVE is green. And I added ALIF to managed portfolio. Traders love to focus on the daily fluctuations but I think as I grow older -- those daily moves are mostly a waste of time. Today -- quite a few names got dirt cheap again... so I'm a buyer. A few names are cheap but I think they can go cheaper.
I'm feeling a lot better now that I got rid of INSM.. it was worrying me and once I exit a position like that --- I can see clearer.
The more patient I am, the better I do. This selloff is necessary and could last a while. There is never any need to feel rushed when trading. In fact, if you feel that way, you are probably on the verge of making a big mistake. That's what happens to me.