market and portfolio update for 12/5-12/9 market

Last week:

cut akam -3%

add half position aal

Next week: 

Buy if spx moving higher from here for year end rally

Strong sector:

Financial, material, military, industrial, transportation, energy

bring portfolio to 50%, add more if close above Friday high

Add half position transportation, 1 position military and 1 position industrial if have chance

Add ashr at pullback

Other candidate: LLL,LMT,DE,