the question is, when to bail out of our positions. You know, I am long term investor and all that blah, blah, but once those hot money leave our sector we are due for long term waiting at best case, in worst case suffering.
My main micro and small caps are in Canada and there was such crazy influx of hot money in the past two months, that I dont know if to sell most of my positions or not. Suddenly a lot of companies are one or two time more worth then half year ago. While I want to hold them for long term, I remember the bad times too...
Maybe the game could be to wait it out in undervalued big caps, because they are either going to participate in further rally too or suffer least.
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