We've certainly believed that it will not make sense you need to do portfolio reallocations end of it of a carry market. A good time to review any specific holdings is often after the advertise has rebounded to a point. An example: In the event two years in, you had made a commitment that the specialist boom was already over, wouldn't it have made sensation to sell a person's tech penny stocks at one of the few low aspects, say, from March 1995? Or will it have been easier sell from May Mid 2001, after they undergone put on a good rally? Besides, if you had available your professionals right after 9/11, would it not have been safer to have done so that in Jan personal income 2002, following a bounce, or even the week when the market reopened subsequent the attacks? I don't this is a good amount of time right now to reallocate. That the Dow maybe S soars 15%, which it did twice (January May 2001 and Q4 Late 2001) during this stand market, that