Facebook is being cut from the portfolio today after breaking below range lows. The stock has been an underperformer since I bought it in the November and I am not going to wait around for it to get its act together. If we can get back over 275 and the downward trendline I will reconsider but for now the stock is a no touch. The twitter news is bad for twitter based on the price action today but I think it is equally bad for Facebook. Both are going to have to try to balance free speech with disinformation and I am not sure if either have the answers.