well-positioned to capture US surge + well-protected@@

S$1900 + 2100 + 1700 LM x3
S$2100 Fidelity America A USD?
S$1400 Threadneedle (Lux) US Contrarian Core Eq AU USD?
S$1400 Blackrock World Healthscience A2 USD – is 80% US-centric.
S$1500 Allianz IncGro – 90% US-centric

Current exposure (except HY)? About 12k (higher than all other countries).

Q: Should I reduce or increase my exposure?

I feel given my USD cash position, Increase.

I’m fearful of a crash, but my other eq positions would probably crash together.

Should I diversify within the US space, like some
healthcare and tech funds (typically US-centric),
gold mining,
aggr
financial,

…. Ideally, a large number of uncorrelated small holdings.