The balanced portfolio is a 60/40 stock/fixed income (government bonds, etc) split. If you're running hot (a 90/10 balance seems quite toasty) then perhaps you

The balanced portfolio is a 60/40 stock/fixed income (government bonds, etc) split. If you're running hot (a 90/10 balance seems quite toasty) then perhaps you could consider pulling back to a more moderate position until you feel we're approaching the bottom, and then return to your aggressive split.