I can tell you SF that I've been selling my winners and not cost averaging others. I've even sold some losers, which differs greatly from my over all trading philosophy. My stock exposure at this point is roughly half what it was in 2008. In '08- '09 I didn't sell into that rout. If anything, I bought for longer term. This is different for me. Like I said to you the need to be nimble has never been more evident.
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