If you project based on Yoda's reflections, there is a possibility (especially in the near/medium future considering current and likely global events) that the US dollar will move higher (unfortunately, the US stock market would drift in the opposite direction). In this event, it is also likely that foreign emerging economies (and even Europe) will decrease even faster.We would then have companies showing better value outside of the US at the same time that the stronger USD allows us to purchase even more bang for the buck.While predicting the future is difficult, there are two components to this strategy. The first is to have enough dry powder that you don't get mauled too badly as the USD rises (and the equity market drops) and can redeploy enough at a later time to make a long term difference when things settle down again. The second is a willingness to deploy when the time is right, rather than act like a deer in the headlights.With recent selling sprees, I am currently about 11% of assets in equities. If I've guessed wrong, I may miss a bit of opportunity (and can always buy them back). If everything goes into the crapper between now and the end of February, I can always buy "something" back, but it will probably be more heavily weighted towards foreign shares (either/both specific issues and mutual funds such as VWO).No reason to panic, just an organized withdrawal for now.Jeff
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