…an independent advisory firm building wealth with active portfolio management

Tag: CSCO

  • Pruned Paired Trades

    Today I made significant changes to 20% of the model portfolio.  Paired trades (winners & losers) were sold in an effort to mitigate further risk and harvest some long term capital gains. The liquidation was spurred by this week’s unexpected resignation of Intel’s CEO and also the revelation that Starbucks’ sales are decelerating in China.…