The fact that I pulled out of my US shares does not worry me at all. The costs of trading in the US are low since there is no stamp duty to pay. Broker's fees are low too and spreads are minimal. I'm going to be looking for shares that were beaten down in the last pull back and are due for a nice rebound. I could be buying from this afternoon onward and expect to be fully invested by Wednesday. I suspect I need to move fast because this rally may be short lived and I will be taking my profits even more quickly than I did in the last rally. This time I will be grabbing the money as it comes and will not be waiting for the inevitable pull back.
I have held onto more of my UK shares since they have been doing better. But I still have some cash in that portfolio which I will reinvest. I'll let you know what I have bought and when.