I have been trimming stuff myself.
Mostly in real boring stuff right now. Although, I had some “black swan” trades that paid off with the dip last week.
This should not be this easy. And it will bite some folks in the ass. I just moved much of my wife’s 401(k) to stable funds. At our age I don’t “need” 32% a year…I just need it to be there until things get a bit more sane.
It sounds like you are staying nimble and being extremely selective about what risks to take on. Same attitude I am seeing with the folks I look over that do this for a living... ;-) Rock on Lt!