Hello smart people,
I've been investing for several years in index funds and given that I got into it around 2009 the return has been rather nice indeed. However, as we hit market highs and I now have an additional fairly-large quantity of cash to invest, I've been considering "balancing" my portfolio. My concern is that that I may be abandoning the whole concept of investing proposed on this site- you either believe the market is long term going up or you don't.
Do any of you do something approaching balancing in this very traditional way? If so, do you have funds you like?