Markets continued to rally in Jan 2024, but our portfolios were left behind. Tesla was the huge drag on performance, followed by Apple. The rest of Big Tech is still running away, especially those with exposure to artificial intelligence and semiconductors. With long-term performance insights from Portseido (a portfolio tracking tool), I might need to consider accelerating the portfolio transition to more indexing. Market Update – Stocks, S-REITs, Bonds Stocks continued their run up in the first month of 2024, as the Fed seems closer and closer to a rate cut. The Magnificent 7 continued their march higher, except for Tesla being left out. S-REITs have been on a downtrend after peaking end 2023 after a strong Q4, despite expectations for a rate cut. The iEdge S-REITs Leaders Index fell ~5% to around the 1,100 level. On the fixed income front, SSB yields have risen slightly to 2.88% average 10Y yield for the Mar 2024 issue, up fro 2.81% for Feb 2024 issue. T-bill yields have fallen...