<I think the mini-rallies yesterday and today might be related to new money (first few days of the month). I am planning to hold at least until Friday/early next week before selling some>
Sold a little. The easy part ("buy SPX 800-850") is over. Might be time for a minor pullback (beginning of month new money is "invested"; "sell the stumulus news").
BP on NDX is close to a "buy"(g).
Same general plan as before. Buy another trip to SPX 800-850, sell slowly if the market goes higher.
The bigger picture IMO is pretty clear: 5-7 year from now, anybody who bought EWS or EWT will look like a genius :)