First, HI! I was thinking of you recently!
Have you ever sat down and written an IPS? I find it freeing to have a plan in place and need a strong justification to go off plan, rather than making decisions with each market fluctuation. And frankly, with the numbers you are giving, it seems like we made similar percentages just by continuing to max our regular investments throughout the V, rather than playing a guessing game. Part of our IPS is to put all new monies into stocks, then rebalance in bonds in the 401k twice a year. Of course, you didn't have the option to keep adding this year, but with our travel plans, we won't be aware of every vaguery of the market in withdrawal stage, so we will likely follow the same plan.
I keep cash flow in a HYSA and use bonds for long term stability.