Does anyone else feel like most ETF positions “over-recovered”?
I can see why tech giants might be gaining value in hopes to capture bigger part of the market but I am honestly not sure the market as a whole is going to be doing amazingly well for the next year or two.
I am afraid that once Q2 earnings gets released we will see some companies doing alright while others being utter sht and those will drug diversified funds down.
Can it be sensible to get rid of ETF positions in the interim or am I reading the situation wrong?