I have done some minor manicuring of positions. Last week, I switched a portion of my short exposure to the QQQQ. I thought we might see some tax related selling early in the year as the QQQQ was up nearly 50% last year. The QQQQ has indeed underperformed the past few days and I decided to switch my short exposure back to the SPY.
In addition, I sold the AMGN 57.50 calls against my long position. They had some news that I believe caps the stock in the short term.
I am about to board a plane out of Miami where I was house hunting. I will let readers know what I saw down here when I settle back in tomorrow.