In terms of indexes, I find this chart quite comforting myself: https://www.ftportfolios.com/Common/ContentFileLoader.aspx?C...

I find this less comforting.

https://www.multpl.com/shiller-pe

Well, hey, at least it looks like it's going down now.

I'm not touching my portfolio. I might rebalance it at some point. 50% global index funds, 16% emerging markets/global small cap/nordics. The whole point of passive investing is you make a philosophical decision not to get spooked when people get spooked.

On the side of this, I also have a couple of single-company bets I made many years ago and won't adjust further.

I expect to be underwater for a couple of years, anything better than that would be a pleasant surprise.

A good time to increase the contributions.

I... am not sure, but having seen similar movies before, I think given that we have an election year, any real pain that needs to happen will not happen prior to elections despite Powell's posturing.

It is mildly annoying that this heuristic works so well..

DCA always. No need to get stressed about randomness.