STOP WELLCARE

WCG

WCG got stopped this morning. Good idea, poor execution (as usual). In hindsight, I should have sold it yesterday when it hit 40, for a rather fat profit. I remain positive on WCG on a long run, but this stop is not necessarily bad, given my exposure to healthcare has risen to more than 20% (with WCG). This would bring it down to 15% range, which fits me just fine. Also, it appears the market is exhausted by and the sell off might continue. Having a bit of cash is not a bad thing.