Wow that’s an interesting figure. Outperforming US indices is a healthy thing thing.

I think shifting allocation is worth a shot if you’re able to monitor actively.

Emerging markets (EM) do look compelling right now: valuations are attractive, the dollar has softened, and earnings momentum is improving in Asia especially. Funds like VWO give you broad, low-cost exposure across diversified economies: a smart way to play the trend without single-country risk.

Having said that, EM cycles can turn fast: geopolitical shocks, commodity swings, or a stronger dollar can unwind gains quickly. I’d personally shift gradually, maybe 10–15% of equity exposure, instead of a big rotation. So it brings a healthy balance between income with a slight risk and growth without much of it.