Adjust positions

Since I have a huge UYG position, and market showed sign of weakness after sharp recovery from its July 15th's low, I decided to raise cash and review what I am going to buy next.

I sold SSO, XLF and UAUA today, all for a quick profit. And reduced DDM and UYG. Yes, financials can raise further, but now the best time of it may be over, and it can easily go down to consolidate.

Some of my old favorite stock and ETFs are down sharply recently, I bought them below my sold price, but much higher than the price they're in now:

1. MOO. Sold at 65, now 56.
2. KOL. Sold at 58, now 47.
3. POT. Sold at 238. Now 217.
4. MOS. Sold at 160. Now 136.
5. PCX. Sold at 150. Now 113.
6. DBA. Sold at 37 and 40. Now 36.

I think if the market continue to recover, these stocks may perform better than general markets, therefore, I need to take a look and add these instead of financials. Today, except DBA, PCX, POT, MOS, MOO and KOL all go up sharply today. Since these are again long term play, I will add them on weakness.

Now I feel more comfortable of my positions than yesterday, this is good. I am not on edge any more and may hold my last UYG positions longer, as result of the reduction of the size of my financial holdings.