You will notice we have been holding cash and just started buying since it's the "May through early November market on sale time". We will continue to buy when the right deals trigger for the sectors we want additional weighting in. We tend to see most of our positions hit their target exit prices in late November through December (our selling season). Remember we also buy some positions for their dividends, a very important part of any long term diversified portfolio.
We expect continued volatility throughout the Summer. This is normal and has been occurring this way for 40 plus years.