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

I will have to sell a share soon $VUL (-4,42 %) because it is overweighted.

I'm still annoyed $PLTR (+0,56 %) not to have bought at <10 but I was there at $ENR (-2,38 %) 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?