End of year selloff mostly went right back into last year's growth sectors China, semiconductors and tech a bit.
I sold some things off completely and reduced others towards the end of year. 8/16 positions in my taxable account were up 3.89% or more today.
Very nice! Alibaba and Micron were two that have been discussed here.
jnj was my only down position
Tons of talk of a big Intel bug the last few days that could be damaging; if you have a significant position you may want to reduce