I missed out partly because I sold stocks to fund a downpayment on a property. However, I also sold an equal amount of bonds which fell after the election so it evened out. I have not added back any stocks but I’ve been buying back bond funds, especially taxable muni CEFs which are back to yielding about 7%. (GBAB and BBN)
Also tech stocks underperformed and bank stocks overperformed so probably not too great a rally for the average California investor. I don’t have any US bank stocks, but I got lucky and timed the bottom in DB and HSBC.
