text: Hard to keep such an incredible story straight.
  
  In 08/09 you were more or less fully invested and lost 40% of your portfolio.  In 2009 working with 60% of your pre melt down value you went more than 50% cash. In essence you now only have 30% of your 2008 portfolio value invested in equities and managed to earn a whopping 78% return.  Or more directly you would have had to have earned over 150% return on your stocks in 2009 to make that 78% return. 
  
  Even more astounding is that you pulled it all off with GE being the big winner.  Odd because GE would have only got you a little over halfway to 150% - assuming you sold at the high..
  
  Nice to hear about the winners - care to share the performance of those that didn't do so well? After all you don't sit on stocks so I assume you sell your losers rather than wait them out.