Difficult to answer for a number of reasons. The whole economy...

Difficult to answer for a number of reasons. The whole economy has never recovered from the GFC simply kicked the can down the road so to speak. Will the Fed start the next round of QE and halt on interest rate increases, great for the market in the next 12-24 months and worse when the reckoning finally comes. Or is the reckoning finally here and everything including CVT is going to suffer. I'm holding expecting the fed to do the only thing it knows QE. If that doesn't happen and the bloodbath ensues I will exit everything no matter how much I believe in the fundamental story with a view to re-entering later.