I sold all my work related stuff when I dropped off the grid in October 2006, then 70% of my 25 year old portfolio in Q2 2007.

Another 20% financial stocks: specifically JPM and C in October 2007.

Since December 2007, have been no less than 80% cash + GLD, but am presently up 38%. About half from my 3rd and 4th trades of the year: SKF