I turned over my stocks about 50-60 % during 2008-2009. Very interesting to me that many of the stocks I bought are at all time highs, and some of them 50 to 100% over their former lifetime highs.
I think this is a bad sign, because in at least 35 years of active investing it has always been a bad sign. Can't say when, can't say how or why, but somthing will get cought in the wringer and many of these will get knocked down again.
After the start of the year I will likely rebalance in my fashion. Not waiting until then for market timing reasons, but for tax reasons.
Ha