Man oh man. Sit tight with the current mix?
You either believe in your asset allocation for the long-term, or you don't. I won't tell anyone how they should invest ever, but I do know that I sucked in the past trying to time the markets.
I am. I shaved my positions 10% a while back (and the market ran up a little more). Anyways, I'm playing with the house money on a few stocks. Wish I would have sold another 10% last week. Will now wait 3 days to add to my positions. May pick up more D, SO, PEP, UNP, DIS, XOM, GILD, JNJ, MSFT, INTC, and PYPL.