It's been a wild ride this year. After the massive plunges in my portfolio in early February and mid-March, everything has rebounded and I'm up 6.5% on the year. I'll take it. Broadridge (BR) has been the biggest winner (+37% since I bought it in November), but everything is up to some degree.
Like g-man suggests, I'm thinking I'll get out of certain positions soon and then buy back in during the next inevitable plummet.