I get down to it - you sell into strength - otherwise known as trim higher after a year of adding lower.
Earnings are coming in ok, job market is still tight, and we have yet to see unemployment or inflation get low enough for the Fed to ease policy. I've been overweight since last year, adding lower, and explain I don't have a desire to chase tech and I'm concerned about earnings going into the end of the year.
When you can't tell if you are in consensus or out of consensus, it means nobody knows what is going on. Plan accordingly.