Funny (Or not funny) you mention Funkinshima, Bob
I am down 249 K from the point pre the big wave hitting Japan
Like BD I have had to make some pretty tough calls
Sold my Big Caps in April/May, and retained the small caps ( yes sounds pretty silly - I agree )
Small caps went on a very slippery slope, only to gain momentum into July at which point they looked OK and I started to buy more
Got slammed in August and dropped all but one which I retain a large holding in
Luckily the ones I have sold have continued to fall ( Not for the faithful in those stocks of course )
The one I hold remains within 15% of August 5, but any mistake in their delivery they too will cop a hiding
I dont think there is any right answer anymore. For every buyer there is a seller, and as such the argument can never end
Only in hindsight can you be perfect in your decision
HAve a great weekend guys - Lets hope the G20 can do more than talk over pots of tea
Note DOW futures are still green, and Europe is greenish, but looking a little sensitive
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