What is the secret in knowing when to sell during a positive gain and also recognizing when a stock looks profitable for the long run. My view is that you stick with winners as long as you can provided that their valuation relative to the market continues to look attractive. The worst thing to do is to sell a winner to offset a realized loss on a lousy stock. That is collective guilt, and is bad policy period. Traditionally, the financial sector does well - do you see that sector as one to be even overweighted in.
Financial stocks look attractive here.
In every true bear market in the past three decades, financials led the market down. This time they have outperformed. Therefore, they probably have less imbedded risk, and, as you noted, they do well during aggressive easing. I think telecoms are one of the worst sectors of global markets, but Nokia and Telus are exceptionally high quality stocks in the group. Its overweight in natural gas and the Company has been on the block since last year with no takers.