I realized I have been rather trigger happy. I am going to set these rules for myself for 2017   1) Any buy entries must fulfilled one of the three investement theories. A cyclical recovery play, growth drivers play or strong FCF, negligible debt yield plays.   2) All entries must come with a potential exit plan with potential reward. POTENTIAL reward should not be lower than 35% in a entry, to accord for the macro risk that this bull market it marching into its 9th year.   3) 2017 to exit when potential is met regardless of how well market/ sentiments is doing.   4) If there is no potential buys that meet the above one or more 3 criterias, than 2017 should be the year where cash goes to 50% of portfolio.   5) Final most important rule: Obey all rules and accept opportunity cost loss, aka money not ......