This portfolio started in end of 2013, in a few months, it will reach 5 yr mark. I have some success in certain stocks, and I have some failure in some stocks. But giving that this is the longest bull market in history, the portfolio did quick well. It approves that long term investing is the best option for average Joes.
2018 is a difficult year. Market is up and down a lot. There are a few valotility spike. Currently interest is going up, oil is going up. Trade war is intensify. FED is tightening. Global market is in tumoil. All the signs indicates a tough path ahead.
This is where you want some cash on side all the time. Also you want to sell a bit here and there when price is going up so you can buy back when market is sold off like last few days.
However, I don't see the need of selling out everything even I expect some draw down in the portfolio.