Sitting largely in cash has been getting boring, but I find it tough to justify an even larger investment in CTIX or a couple other similar plays...so I've recently bought some real estate instead. The other thing I'm doing this winter is more aggressively seeking out the hidden gems...I expect I'll find a couple more.
The chart is looking pretty good here, btw.
Men fear thought as they fear nothing else on earth -- more than ruin, more even than death. Thought is subversive and revolutionary, destructive and terrible, thought is merciless to privilege, established institutions, and comfortable habits.(Russell)