Where is the bottom, I do not know. Maybe far away, maybe not too far already.
ER month seems pretty bad, I did a quick short before I went to sleep last night.
In this environment, seems people are trying to put there money into some safer sector. Tech sector is very difficult to say, I can say there's still lots of bubble there. But, if it comes back, the rebounce of tech sector will be huge.
I hold my position in PFE, PHK(nice divident every month), GG(out some already, hold this for long run), XOM, WMT. Also have a small position in DRYS (loaded around $9 days after it's ER). I believe long term, this sector will not be bad.
Rest of the money are in bonds and CD. Also have some for short term trade just for fun.