Amazon ( AMZN) ($257.28) had a sell rating on March 6 and was thus a source of funds when it traded between my monthly pivot at $275.15 and my weekly risky level at $277.07. Google ( GOOG) ($814.71) had a hold rating on March 6 and when it spiked to a new all time high at $844.00 it was a partial source of funds testing the ValuEngine one-year price target at $841.81. Wall Street celebrated the record high with raised price targets, not a call for profit-taking. On March 18, I wrote 12 Sell Downgrades Threaten Dow Transports and Con-Way ( CNW), JB Hunt Transport ( JBHT), Norfolk Southern ( NSC) and Old Dominion Freight ( ODFL) had sell ratings and were thus a source of funds. This morning, US Airways ( LCC) has been downgraded to sell and becomes a source of funds. On March 19, I wrote Sell Downgrades Weaken Homebuilder Foundations, and seven of eight homebuilder stocks profiled in this post were sell-rated and thus a source of funds. On Wednesday, DR Horton ( DHI) traded above its weekly risky level at $25.02, KB Home ( KBH) could have been sold as a source of funds on strength to my weekly risky level at $21.69, and Lennar ( LEN) traded above my monthly risky level at $42.27. This morning, Toll Brothers ( TOL) becomes a source of funds on a downgrade to sell from hold, and the stock tested its monthly risky level at $36.49 yesterday. Within the construction sector, every homebuilder now has a sell or strong-sell rating. Other Notable Sell Rated Stocks That Are a Source of Funds: Boeing ( BA) ($85.37): My quarterly value level is $79.34 with a weekly pivot at $82.63 and annual risky level at $88.82 Ford Motor ( F) ($13.36): My quarterly value level is $6.98 with a monthly pivot at $13.11 and semiannual risky level at $15.71. General Motors ( GM) ($29.10): My annual value level is $20.40 with a weekly pivot at $26.79 and monthly risky level at $30.59. Let me reiterate that there is nothing wrong with profit-taking. It is much easier to book profits and raise cash on stock-specific strength. My suggested allocation to stocks is a maximum of 50% given overvalued valuations, overbought technicals and now the wave of downgrades. I have no positions in the stocks mentioned today, and no other conflicts. At the time of publication the author had no position in any of the stocks mentioned.Follow @suttmeierThis article was written by an independent contributor, separate from TheStreet's regular news coverage.