YTD 39% doesn't look so bad after all.

I will have to sell a share soon $VUL (-0,39 %) because it is overweighted.

I'm still annoyed $PLTR (-0,04 %) not to have bought at <10 but I was there at $ENR (-0,8 %) was there at the right moment :)

Overall, I plan to clear out a bit by the end of the year and increase my cash allocation for now.

Any opinions?