It feels like Christmas has arrived early this year, with stocks soaring as if there’s no tomorrow, a surge sparked by Trump’s election win. I’m certainly not complaining, especially since our portfolios have seen a significant boost in November, reminiscent of a lush, green Christmas tree.
As the markets have continued to climb, I’ve strategically chosen to be a net seller during October and November across both portfolios. It’s always wise to lock in some profits, though it’s essential to manage that fear of missing out if the markets keep climbing.
With bond yields showing signs of creeping upwards, there’s no immediate pressure to reinvest cash just yet. Given that both stocks and cryptocurrencies are reaching unprecedented highs, I’m opting to bolster my cash reserves. This way, I’m prepared if the market euphoria takes a sudden turn.
For those interested in the fixed income landscape, you might want to glance at my Fixed Income Tracker and SSB tracker for the most recent updates in these areas.
If you’re looking to monitor your investment portfolio effectively, consider tracking it on Portseido. Feel free to use my referral link to get started.
You can also take a look at my Portfolio page for more insights…
