Solid Earnings Companies ($MSFT $AMD)

I will reduce some of my equities and have more cash at hand for the first half of this year, and slowly deploy back into equities until end of year.
I believe this is one of the best years to DCA into the right stock picks that are profitable (ie. MSFT, AMD are my picks for the next 5 years). The backdrop of rising inflation and uncertainty of rate hikes, make equities the better investment tool for this year and subsequent years as well.