Christmas came early this year. Stocks are rallying like no tomorrow, which started with Trump’s election victory. I’m not complaining, since our portfolios are up a lot in November. As green as Christmas tree. With markets powering higher, I’ve been a net seller in October and November, in both portfolios. Doesn’t hurt to take some profits, just gotta manage the FOMO if markets continue to power higher. Bond yields appear to be ticking back up, so there’s no rush to deploy cash. In fact, with stocks and crypto pushing all-time highs, I’m padding up my cash war chest in case the party ends abruptly. Check out my Fixed Income Tracker and SSB tracker for the latest updates for fixed income and SSB. If you’re interested to track your investment portfolio on Portseido, you can sign up with my referral link. See my Portfolio page...