Good stuff. I've let UBS handle my portfolio for 20 plus years without supervision. I can't stand Google, but guess what, my number one holding is Alphabet. They also asked me if I wanted an aggressive chunk of money. My broker made some not so good bets, but also bought NVDA in 2017 a couple of times and held it all until recently.
Timing the markets is a fool's game. Listening to Paul Krugman and other "experts" is also a fool's game. Balance your portfolio appropriately, don't let a single equity become too big, and have a little cash on hand allows for SWAN.
Of course, I do have my little play account which amounts to only a few percentage points of my assets, but it is fun and often the thrill of a good buy there no matter how insignificant brings great joy. It also allows one to keep the mind engaged.
Currently, asset valuations are high. There will be a Trump boom. Short term, I couldn't tell you.