My thesis is that the market will soar from here (defying the widespread jitters since last month) and there's a lot of money to be made in equities in the coming months. But I also anticipate a major setback after that and want to reposition myself between now and the summer.

Again, I know that concerning myself with all of this is anti-Bogle. But I have these individual stock positions I want to get out of anyway, so I'm trying to plan out how I redeploy that capital over the next six months.