Today's market presents you with an excellent opportunity to rebalance your portfolio.

The market is currently navigating a classic cycle of investor sentiment. Since the onset of the recent turmoil, market movements have ceased to be driven primarily by fundamentals; instead, they have become largely swayed by emotional fluctuations. With the outbreak of hostilities, oil prices surged, risk assets faced a sell off, and market positioning shifted decisively toward defensive allocations. One of the most intriguing aspects of this crisis has been the series of reversals observed during the negotiations held amidst the conflict developments that have provided us with deeper insights into TACO trading strategies. Today, the market can be said to have sounded the all clear regarding immediate panic, though it has not yet fully transitioned into a risk-on cycle. I believe the critical turning point will arrive on the 11th, during the face to face talks scheduled between the two parties in Islamabad. Should these peace talks prove successful, the market will fully pivot into a risk on phase, characterized by trading volumes and price gains significantly exceeding those seen today. I took action this morning by selling off some stocks, and this afternoon, I bought into equities that are experiencing strong capital inflows and remain within an upward trend. Have you adjusted your portfolios yet, or are you continuing to observe from the sidelines?