Sell QQQ by May 19, 2026.

Would appreciate some insight/advice into how I've constructed my portfolio, and my thought process so far. I'm currently 35-20-20-15-10% in VDC, VEU, GLD, XLV, and QQQ. This is split between a Roth and an individual account. Obviously, it's super defensive. I am nervous about the run tech's on, and with USD weakening and fed cuts on the horizon, I'm essentially in a holding pattern waiting for direction. I think US wants to inflate off the debt, which would benefit my …