The last paragraph summarizes the current situation (since the economic downturn of a few years ago started) and basically... it's a waiting game where you will certainly get a better ROI if you hold out for the market to recover - especially in the US ; even if your clients are not located in the US, almost all economies are affected by their financial stability.
I would do a selective rationalization of your portfolio and liquidate only those where you won't take an exceptionally nasty hit by selling now... it is really a buyers marketplace right now.
Just my $0.02.
Rob








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