Tim McCarthy talks about investing advice once your portfolio has gone up a lot and the issues associated from being overexposed from an over concentrated position. So the question is, what do you do when the stock market goes up at all-time highs and your position in US equities has gone up way ahead relative to the rest of your portfolio? Should you sell? Rebalance? Tim McCarthy writes about it in the US News article: With the Stock Market at All-Time Highs, Should You Rebalance?