Hear what you are saying, but it is no fun sitting in a bunch of juniors, when you have gone against trend a few years to early. Have taken 20-45% profit on the good plays which covers most of the damage from the disasters. Have kept a few beauties like DRM and YTC, also very small positions in CDG ORS and GRY.
Will consider buying in again if things get crazy oversold BDR MML RRL - really liked NST also, but will watch and try to sit on my hands for a bit.
Still think the banking system is as dodgy as all the other systems, but have reduced my bet, until the odds look better.
