Letting your winners run is an art. When you do this, capital compounds on capital – if you bought something and it goes up 10%, suddenly you have 110% of your original investment in play, and a 10% gain on top of that will not result in a 120% investment, but rather at 121% of the original investment. In a more extreme case, when something you own doubles, it only requires a 50% gain from that point to amount to another double on the original investment.
This must be balanced off with knowing when to take gains. That time is not now. Everything in my portfolio at present I have a reasonable price target of above the current market value. If anything, I should be adding to the positions.
So the best action I can take is to twiddle my thumbs. People feel fearful of the equity market at present, which is good.