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Portfolio Update December 2023 – Ending the Year on a Portfolio High

What a fantastic Santa rally to end 2023 on a high. The portfolio likewise benefited, hitting all-time highs as well which made the holidays even more joyous. With markets close to all-time highs, I took the opportunity to rebalance the portfolio. As bond yields start to fall, I’ll also need to consider deploying more cash […]

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