[s1artibartfast]

I'm not saying I have been sitting on them for 5 years, just that they are in cash now. 10/10 agree sitting out the last 5 years would be a mistake.

[j4coh]

How do you know ahead of time when to pull it out?

[s1artibartfast]

You make a personal evaluation that differs from the market and you act on it. You need a model of the world and to believe it is more accurate than the average. A lot of people felt the market was overvalued and would correct during the Trump presidency.