Well, I've done pretty well here despite not taking time to delete companies/positions in a timely way. Probably should have done a little better.
For right now, in real life, am loading up on RJA as there will be a major food issues later this year with the China quake and U.S. floods. Down to very few holdings, though am adding to S, EXAS & CRYP as they are well below the price risk thresholds, in other words, very little downside from here.
I'm right there with RBC on a correction, however, I think the time, as mentioned six months ago, to start cherry picking has arrived. Broad market investors won't make money, but if you want to build a 30 stock portfolio, you can get half way there right now.
I wish there were a way to double down on positions in Caps as I'd be buying more of a lot of the companies I'm down on. I'll be deleting some holdings this afternoon, and trying to stock bring holdings down to a more manageable 50-60. Again, in real life I don't own that many, but I include my watch list here.