When I had to sell, I ended up eating features that no one but me cared about - 2x6 walls, upgraded insulation, downdraft stoves, etc.

If I am wrong and the market continues to increase over the next several years, the remaining 65% of my portfolio will participate in the updraft.My strategy reflects how I built my portfolio, my age, my risk appetite, and my views of the likelihood of a downdraft in pricing over the next few years.  

Sectors like Tourism, Dining, Travel, Big Oil will see a huge downdraft, lots of bankruptcies and layoffs.