is really really high right now. I am sitting on the biggest cash hoard I've ever had, just chillin. I do have some multi-year long positions still open, and I'm ok to hold even if there is a recession, would be interested in adding to those positions. And, I'm interested in entering some long positions even today. But in general, I'm over half in cash right now.

I have about 15% which is always on trading, mostly with options.