When the recucklicans deny the ACA credit extension, like they always planned to do, XLV will crater. Already started selling off today from all the insiders lmao. Imagine being stupid enough to end the shutdown for a promised "vote" on extensions. 🤦‍♂️

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I'm not a MM expert.  I'm more of a longer term holder.  In this case I'm just thinking about the venn diagram of sectors that aren't overpriced and have been ignored, growth is possible, and diversified to avoid massive drops despite my high beta stocks.  I landed on healthcare, and small cap.  I feel like healthcare has had a good run the past month (look at xlv)  .  So im left with IWM.  

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Many Healthcare stocks did.  Plus we keep hearing this administration attacking healthcare costs (rightfully so).  So I pulled out of XLV and XLV calls this week and am focusing on the hopeful shift to IWM.

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