Congratulations on your early retirement and your financial position. And on the diversified sources of your income. Nice position to be in.
I would just comment on the "crazy" growth in equity investment positions over last couple of years. I do believe the stock market is in overvalued territory and due for a substantial correction. I myself am taking any "surge" opportunities that present themselves to lighten up on my own equity positions. In other words, I think this historically long bull market (what, going on 11 years now, or maybe longer?) is living on borrowed time. Don't know what will set off the correction, but a substantial one is overdue. YMMV
I couldn't agree more. This isn't sustainable for the "long term". Being that I'm still over 20 years away from even considering drawing any of the equity funds, I suspect I'll just leave them where they are. I'm not much for active management of those funds as they are fairly diversified....albeit all in small, med and large cap stock funds.