Retired investment analyst
Retired stockbroker (analyst/Head of Research/Head of Regional Research of Far Eastern equities) - mainly Japan but latterly SE Asia. Chartered Financial Analyst (CFA). Now run my own "pension fund".
LTBH. I try to stay fully (or almost fully) invested. I don't believe in market timing. I don't believe in technical analysis. I run a pretty concentrated portfolio. Top ten holdings are 64% total. but I have around 10% in small cap. My "style" includes heavily over or underweighting sectors (eg oil 18%, mining 21%, banks zero). 7 biggest holdings are Apple, Alphabet, Shell, Barrick Gold, Diageo, Rio and BHP). Largest AIM or small cap holdings are PAY, BVXP, ANP, VNET, AVG