I guess it's at least good that I recognize it. But I think it's funny how when I do well in the market (by just letting the index funds do their thing, mostly), it suddenly gives me confidence to start going odd ball with small caps, make hasty decisions and overall just not stick to what's been working more than fine for me for about five years now.
And of course, the timing would surely be terrible.
That said, I am trying to branch out more into individual small and mid caps (I have some sizable positions in some large caps), and I'm starting to develop some screening strategies and watching for dips. I am wary of making any IRA contributionsthis year before there's an overall dip of any magnitude, because I am about 70/30 stocks/cash right now and would be just fine if it keeps going up.
Think I might sell some gains (not whole positions) for cash to have ready for new positions too.
However, what came up on my screen that grabbed my attention were DK, STX and OCN. If anyone has anything to say about those, feel free to speak up! I like the energy sector now so DK particularly caught my eye.
Here's to waiting!