Overall, I'm pretty happy with the holdings I have. Only three names have a PE over 15; MCD, WMT, KO - all in my core, and I'm underweight all three right now.
The one holding I have not listed is TIPs. I have about 8% of the portfolio in these inflation protected treasuries. These seems a good hedge, and good place to put cash. If the market corrects, I can sell some TIPs for cash to redeploy. My current cash position is almost NIL.
That's all for now.