- Consider starting a position in one of those high quality businesses that I like so much but don’t own yet for whatever reason. (Hint: Think about the great businesses that make our world turn every day.)
- Add to one or two of my winners that I intend to own for years to come.
Getting into market timing can be a slippery slope and we could sit here calling the market expensive for the next year and look back with regret at inaction. And the opposite is true as well. But when we're thinking in the context of years as investors we can eliminate that coin flip by simply keeping the ball rolling.