Who wouldn't be a bit scared after the mauling we received!

The talking heads have me concerned about later this year.  April and May could be brutal in USA so my plan is to sell most of my solid portfolio, except fo 8% bonds stuff (and no junk there just held long time) and hold cash for a few months.

That's not to say I'll sell all holdings in Noront, FNC or FWR but certainly lighten up depending upon their status.