I am up 18%/yr since 2009...
13.8%/yr since 2011....so I have not been "sitting around" as you imply.
I do carry a lot of cash since 2011

Its always something out of the blue that "sets  off" an avalanche......except when its the ski patrol.
Triggers include high valuations,high complacency(low VIX ?) ,improving economies...political issues.
When I see Trump flailing around....I mean really....its getting pretty sideways;
"Nuclear Holocaust will be like no other"...
Really ??
I mean ...Yikes !
I remain 30% invested even now.......1/3 of that is gold.
PS
Another strong day in ENB land today I see....
"We are going to go wind farming today kids....Yay !!"