I’m currently really over weight in certain markets, but I’m only about 6-7 months in so I’m not overly concerned in the long run.
You’re right on the US equites being over valued at present, but in the long run I think this is place to be. When I say the place to be in, I mean in companies with actual businesses and revenues opposed to just ideas and a nice investment presentation.
I think I’ll probably stay simple in the US with the S&P500 and an ESG version of it also.