We’ve entered the final quarter of 2020 – and congratulations – we are all in the final stretch in a year which changed history forever. With a pandemic still raging and uneven recovery efforts across the world, coupled with the upcoming US presidential elections drawing closer, we can expect not only uncertainty to remain but also elevated volatility in financial markets. The quarter saw financial markets rebounded from their lows, and they have not seen a significant correction yet. The S&P 500 has made new highs despite the pandemic, buoyed by loose monetary policies and helicopter money in the US. I know many people are still expecting a huge correction to come, I personally don’t think we will see the lows in March again, but the election results might change that. Portfolio adjustments I’ve removed the overweight on my tech positions and sold down these positions during the historic run-up, locking in close to 30%-40% gains on them....