I sold quite a few long holds this week and last week. At this point I feel like we will have President Biden and I don’t think the market will react well. Politics aside, trump has been pretty business friendly so I don’t think they will be excited for the change.Dumped SBUX yesterday for minimal gains, about 2%. Bought into COTY yesterday close to the days lows. Today its up 12% so far. Don't know how long i'll hold yet.
Still holding DAL, T, DFS, and MRO. Also have two ETF's, VOE and VBR.
Is anyone thinking about transitioning to cash over the next week or two with 2nd quarter earnings coming in the near future?