They look great and tell a compelling story of success with prudence.
My overall composite history looks quite similar with the dip in 2011 along with the Equity/Cash shift to heavier equity positioning back then. Since then the cash has rebuilt in both total value and percentage.
Just this week I started to get some selling in ex-US large cap growth and ex-US mid cap value. Currency shift affected some of my ex-US regional and style based ETFs during the first quarter. Now it appears the pendulum is reverting toward the mean value.