Is Risk Two Seasons Ago?

Ouch, my portfolio performed twice as bad as the broader market today even though HWD is clearly still winking at me and even doing the whole low voice soft whisper thing. Lovely.

But is risk now two seasons ago? My portfolio, which is admittedly high beta, has had about a week of outperforming the market. Should I really be getting out the bandaids?

Now, I'm even doubting my JBQ strategy.

I need some bread and butter and fear that my chance to get rid of ABK has now passed... Maybe I should try the glass half full approach?