Here are my four moves.
1) moving toward a 65-70 //30-35 equity to bonds+money markets
2) moving towards 55-60% US
3) moving towards a broader range of industry sectors
4) building stocks of dry powder
In 2026 if the markets go full Tom Lee + Ed Yardeni I will go further.
1) towards 50% equity
2) towards 50% US
3) more so
4) more
Disclosure: age 60 close to retirement
What are you guys doing?