$Netflix(NFLX.US)If you bought tech stocks early and have built up a thick profit cushion, it's still okay. The worst off might be this type of person:

They held onto old-economy stocks all along, until recently they couldn't bear it anymore and switched to tech stocks.

Before, the old-economy stocks would drop -1%, -2% a day, grinding away painfully slow.

Switch to tech and instantly enjoy a -10% drop...

This is also the difficulty of switching.

Sometimes you clearly know your holdings aren't in the hot sector, but you still don't dare to switch casually. Afraid you're a jinx, and the moment you switch over, you get struck by lightning.