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I’m interested in your opinion on selling down some of my bank stocks to fund buying of international exposure – what do you think of making the change now?

I’m interested in your opinion on selling down some of my bank stocks to fund buying of international exposure (e.g. IVV / IHVV). My thinking is that banks have had a good run, and may increase more, but outperformance from here is less likely. Switching with improve my asset allocation that I have been thinking about for a while but didn’t want to sell the banks while they were so low. My main worry is US shares at record highs and a possible pullback. What do think of making the change now?


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