I’m cutting losers and anything tied to China from the portfolios. I already mentioned about how Micron (MU) and others are dog stocks in the weekly Saturday show some months back, and how China ADRs are scams. I’m also reducing leverage by cutting leveraged funds even if we are up big in the position. I’m going even further though. Anything that’s down more than -10% from when I profiled it on GST is being cut, except for TEUM.

Here is the list of stocks being cut from all the long-term buy and hold portfolios:

UGAZ
MU
BABA
NTNX
TER
ENTG
MKSI
MRVL
NVMI
ANET
ARW
VMO
AEZS
TEI
PBD
AGFS
MLSS
ICHR
SBBX
TWN
MBII
HPJ
PCH
PAVM
SPTN
TSG
DESP
FBIO