Your chart is too good ! Since I am expecting S&P pull back, I moved most of my positions, except dividend payers, into cash position.
This time, I will make sure I will get it AAPL, MSFT, GOOGL. I will add more AMZN if it dips below my purchase price. I already sold SHOP keeping just 1 stock, waiting for next opportunity.
Swing gives lot better opportunity and I am not concerned any sharp downturns, neither bothered about tariff impacts or yield curve effects.