The first half of this month has been terrible: sell in May and run away! The Dow (^DJI) is down 5% and the TSX (^GSPTSE) is down a whopping 8% in only 13 days of trading.
My portfolio has fared quite well. It is down only 1.4% at this point. I owe my capital preservation to my bonds (up 1%) and my well chosen stocks.
I sold Apple (AAPL) and Enerplus (ERF.TO) last month. They are down 12% and 22% respectively since I sold them. Those might be the best two trades I have made yet, netting me an avoided loss of an average of 17% in just a month! I will do a more detailed analysis of winners and losers at the end of the month.