Sold HFC

I sold my HFC today.  It was a great stock for me.  I bought it in February of 2012 and with dividends I was up over 66%.  I still like the company, but I did feel the stock was extended.  I have been with refiners before and I know their margins can change quite a bit from one year to the next. You are best to sell before they begin dropping.  It will definitely be on my watch list in event of any declines.

Otherwise, it was a very flat day for my portfolio.  AAPL continued to be the biggest loser. GTAT and NUGT were my big winners.  I am now up exactly 11% on the year.  I am also sitting 38% in cash, so I have been getting more defensive.