How about your experience?
Had to sell some and buy some. It's been a very great of help during this pandemic and had to choose well for buying up again at a very good time.
If this continues, I won't spend most in portfolio and aiming to add some more because of those sell offs that I've did last year. Happy to see that my investments in some alts and mostly in bitcoin had been paid off and very rewarding because of the bull run.