Welcome to the Hardcore Husky Forums. Folks who are well-known in Cyberland and not that dumb.
Everything in my universe too expensive. Went heavy on Domino's Pizza between $320 - $330 and it's already back @ $380. I loved Google at $2,050. Not so much, now above $2,200.
Pared back on Bank of America (30%) and Hartford (20%) and a little of my Citi (10%). all held in my IRAs -- $0 capital gains tax
I'm a buy and hold guy -- for the most part -- but the recent run up on the former two skewed my portfolio too heavy on financials.
With dry powder I'm looking for a pullback on QQQM (baby QQQ. Lower fees) for a better entry point.