It’s time to say goodbye to two stocks that are no longer performing up to our expectations. At the same time, it’s also a good time to think about taking some profit from recent highflyers, even if just to reconfigure overweighted portfolios.

First up is DirecTV (NASDAQ:DTV). Despite bringing in record numbers of new subscribers in the fourth quarter, sales climbing 13% and earnings beating estimates by 11%, DTV shares have not experienced the momentum normally associated with these fundamentals. Given that business has been strong, but the stock price has not been able to keep pace and investors may want to exit this position.

Next up is Silver Wheaton (NYSE:SLW). This has been one volatile stock, and we’ve been preparing to sell this position for several weeks — now is the time to do so.

Investors may also want to carefully consider trimming a few stocks. Equities have been on a tremendous run, and no doubt some positions have become overweighted in investor portfolios.

Lululemon (NASDAQ:LULU) is up 54%, Apple (NASDAQ:AAPL) is up 45%, Priceline.com (NASDAQ:PCLN) is up 44% and Teradata (NYSE:TDC) is up 41%.

All of these are excellent candidates for taking some of your profits off the table to raise cash for new buys or for A-rated stocks that may be underweighted in your portfolio. This will ensure that you’re equally weighted and positioned for profit heading into the second quarter.