The only one I currently have is CLBS which I rebought a few days ago and is already underwater.
At some point we all knew we would get a brutal drawdown in the market. Maybe it’s on its way now, but who knows. The party has been very durable to date. Perhaps the threat of the fed smashing the punch bowl changes sentiment, but as of now cash loses 7% a year in value so it’s tough to take a guaranteed 7% loss in purchasing power in an attempt to time the market,