So are you saying that you have gone to 0% or near 0% equity? It is not really clear to me what you are saying, or what you are in fact doing.
I sometimes have a hard time understanding what people are saying about investing. On the one hand, there is a belief in efficient markets. A strong desire and more than a little success at paying very low tax rates. A belief that one cannot reliably pick one investment over another. I believe that you may have said in a post above that one must keep to his plan. This of course might mean anything from day trading to rebalancing into an invariant AA once per year.
How about some reciprocal sharing here? What are you doing, and how does this relate to your market view as advanced above?
Ha