I did not shift that much throughout this affair. I sold down some of the wife's port because I run her's pretty risk averse. I bought some back a couple of weeks back. I'm still thinking of selling some off now though.
I went pretty heavy to cash in August, meaning like 35% or so, while my "model" is 25% or so. That number of course went up. I'm back to about par now. Apple and COSTCO have "saved me" to an extent.
I had some Crackerbarrel and bought a bit more when it really bottomed. I think they will be back sooner.
I'm net down on them of course.
I don't think the economy is going to V shape, I'm seeing a long slow slog, especially in hospitality and travel.