Follow-up to Shopping List

As a follow-up to Building a Shopping List.
"NOW" is closing price 5/8/20:

• Oracle at 52 week low (39.80)  NOW 53.57 +35% HOLD
• Disney at 52 week low (91.81)  NOW 109.16  +19% SELL
• Apple support of $275 is now resistance (248.23)  NOW 310.13 +25% HOLD
• Amazon support at 1672 (1676.61) COULD SEE 1400 FIRST  NOW 2380 +42% SELL
• Williams Companies (WMB 13.29) lowest point since 4/2016. 10%+ dividend yield  NOW 19.47 +47% SELL
• Texas Pacific Land Trust (TPL 410) stock cut in half. Look what happened in 2018  NOW 522 +27% SELL
• Kinder Morgan (KMI 13.86) wholesale selloff. 8%+ dividend yield  NOW 15.35 +11% SELL
• Compass Diversified (CODI 15.65) wholesale selloff  NOW 16.99 +9% SELL
• Restoration Hardware (RH 107.76) cut in half  NOW 160 +48% SELL
• Boeing (154.84) at a 3 year low.  NOW 133.44 -14% SELL (never owned, sell if you do)
• GoPro (4) NOW 3.44 -14% & still HOLDING after all this time. 
• SONOS (7.34) NOW 10.48 +43% HOLD

It's pretty clear of what I think about this rally from the bottom in March so we're going back to 75%+ in cash. I don't mind being wrong if the market keeps rocketing higher. Good for all involved. We'd made great money on the way down and good money on the way back up but now it's time to sit out at these levels. The S&P keeps moving higher on lower volume. I'll take my chances. 

S&P has hit the pivotal level of 2929 a couple of times and it's on the verge of breaking above to test the 200 dma of 3002.