I finally sold my UYG and bought some SKF. I've been feeling concerned about how financials were shrugging off all these capital concerns, and at least now have my portfolio aligned with my feelings. My S&P puts look to expire worthless in May baring a sudden market collapse, who knows?? but at least the SKF will act as a hedge in that regard.
No other shifts, though I did buy SLM, very masochist of me since I always get burned with that, but it is a small position so will not worry too much. RIG and BP performing very nicely for me and should also do well in a downdraft. Am comfortable with ACE obviously, and JPM is my one bank.
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