If you're anything like me, you've got some impulse buys in your portfolio. Last night I looked at mine and just went "ugh".
So this morning I sold a load of stuff, and bought the stuff I should've bought in the first place.
Well.. mostly. Still not 'perfect' as there are a couple of 'this is undervalued, really' stocks in there, but most of the sector ETFs and things like that have gone. No more REIT ETF, I think I got rid of all emerging markets (because, honestly, the stuff I do have has plenty of EM exposure). I've probably got rid of 1/3 of holdings in my main account.
And I actually bought some bonds! Short term ones. It seems somewhat sensible to buy them as I'm not entirely sure what the next couple of years will hold.
Who's with me?