Do you have a dumb question that you're kind of embarrassed to ask in the main thread? Is there something you're just not sure about?
This is your opportunity to ask questions. No question too simple or too silly.
Culture war topics are accepted, and proposals for a better intro post are appreciated.
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Notes -
It depends on so much... How much do you know about the market, valuation etc.? What's your investment horizon? What's your ratio between net worth : monthly savings amount : monthly spending amount? What type of accounts are these held in (e.g. how much of a tax hit will you take selling?) Do you plan to stay in the US indefinitely? What would you do with the money instead? (Bonds are trash, although e.g. dollar denominated Turkish corporate debt is quite interesting right now. USD will be inflated away, which hard assets protect against - but US equities are not generally such hard assets, primarily valued for good will and imputed future growth. Vice stocks (BTI) and certain small industrial companies (PPSX, HNRG) are nice. I'm a long term commodities bull, but the macro's complex and Trump's policies might as well be designed to destroy the energy industry so I can't recommend favorites like (VALE, PBR.A).
I've personally been almost 100% in the other widow maker (junior gold miners) for about a year and a half, since the regional banks rerated. There's still a long room to go (with many companies' earnings equal to their market caps) as gold's doubled while most are much cheaper than in 2021 - but the margin of safety's declined. More importantly, you can't hold a commodity producer for a long time, requiring future selling - which would require you to understand them well enough to correctly exit. That adds tax complexities, depending on account type etc.
You should probably not do anything. Funnily, APL is the one I would most strongly suggest you exit.
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