Hi Rob,
I’m shocked I tell you, shocked!
I’m so disappointed. I stuck it out, myself. I only went to 75% cash 
and kept a truckload of ZM. (pure luck!)
I think the thing you left out - just my opinion - is that maybe this time it really is different. It doesn’t take a masters in economics to imagine this whole train derailing. It may be short, but I think it will cause a lot of damage, even if temporary. (Everything is temporary, no?)
… and we are not alone
https://discussion.fool.com/Message.asp?mid=34438685
https://discussion.fool.com/the-view-from-the-top-rail-34440866…
Good call? Bad Call?
I don’t know, it really doesn’t matter. It was the call that at this time in my life, I needed to make. Not to mention, I may get the chance to make up for my past mistakes in selling some little companies like AMZN, BRK, GOOGL, maybe even SHOP. I still love the fast growers we’re into on this board, and I will be back in most or all again, to varying degrees. But I need to spend more time with things outside of investing so need a little stability to counter my riskier plays, ones that I don’t have to watch quite as closely.
At least I don’t have that “TMF” prefix to live down. Oh, Rob, you are so bad, bad, bad!
Good luck all,
Dan