Thanks so much for the great responses! The time and effort you spend teaching is greatly appreciated.
I chose to focus on the "falling knives" aspect of your trades because throughout my first bear market experience I've tried catching many myself... bull market experience too..actually...with less than 50% success. I learn best from the trades that are least successful. My intentions are definitely not to chastise. Your rational for buying these makes more sense to me now. While it is something I would not choose to do.. I can see how... if your macro market call..a rally starting in early July...and a micro..knife catching..call for individual stocks...could work. Otherwise, they end up dead money..or losers.
Zeev............I find your posts 657; 663; & 671 most helpful and enlightening especially the need to be in cash awaiting the next decline. However although you did allude to some stocks you sold to raise up your cash as well as some stocks you held; i find this point a little unclear or perhaps incomplete in that you only give us partial examples of what was sold and what was kept. Is is possible for us to have a total list of what you sold or what you kept? While getting to 50% cash is a sound strategy, it is equally important to know your priorities in determining what must go and what remains in your portfolio. By way of example did you have some holdings where you merely lightened up by reducing your position but you still held back some of this stock in your portfolio? This is why i feel my education is not complete until i have a clearer picture of just what are your discards and keepers. I also want to thank you for your wisdom to date.
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