I've recently reduced U.S. stock holdings, particularly in tech companies, due to market valuation. The S&P 500's current P/E ratio of 28.89 significantly exceeds the 50-year average of 20, signaling potential overvaluation.
Cash balance now: 41%
Strategy Forward
I'm maintaining a cautious stance, anticipating potential market declines. My goal is to reposition into high-quality U.S. tech stocks when valuations become more attractive. ... Show More
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Sun Feb 15 2026 14:21:27 GMT+0000 (Coordinated Universal Time)
