Liquidity seems to be drying up on these & the Venture exchange is broken. We may get a small rally in June, but I think these things will have a hard time until the fall. I've sold a lot, but I still have some not-real-liquid positions which I will continue to try to unload.

A few months ago, I thought I would be comfortable having 25-30% of my portfolio in these things, but now my comfort level is more like 10% (currently 16%).

Regarding the market in general, logically (hopefully?) parts of June should be market friendly, but I think it will be very difficult to make money in July, Aug & Sept. I will be selling everything I can into any strength before July. For me, the last day to leave the party will be July 6.