SSK - the most interesting stat of all is that you have under 1% cash despite all the uncertainty regarding the tariffs and their impact on the economy ! It's like a big economic experiment which nobody knows for sure how it will turn out. Typically you're very conservative with a high cash position even during a bull market. But it now looks like we're entering a potentially prolonged bear market, yet you're over 99% invested. I guess you're taking a long term view.
I'm not a market timer so I'll be riding out this market downturn, however long it takes .... currently around 15% in cash.