As readers will be aware from my last post, I am fearful for my fixed-income capital gains - so I am selling off those with any substantial profits. The paradox is that these prices continue to increase, when I expect them to be decreasing.
However, by 'running for the hills' I am breaching my normal 'sell' rule which is intended to encourage me not to 'grab profits' - but wait until capital gains exceed five times the current income. But I think the situation is sufficiently abnormal to exercise some discretion here.