Let me rephrase vast majority, I still have 5% or so in heavily speculative US stocks, and about 10 percent in metals now. As for timeing yeah 100% no one can time it, and if anyone does it’s sheer luck. For exasample, my basis for selling out of properties was I felt official interest rates would jump to 5% by now driving affordability down, how wrong was I, lol. However other factors thumped the housing market. Stock market wise I just had feeling this China thing wasn’t going to be an easy fix but snowball into something Trump would retreat. Since XI can’t backdown to Trump without embrassing whole of China, he can’t do it, even if China suffer more. And after last years sensational growth I thought let’s take it easy, until all calms down.