Donald Trump is the 47th US president. The US stock market (S&P 500) crossed 6,000 for the first time earlier this week. And Bitcoin (BTC) also hit a new All Time High (ATH), hitting US$91, 343 today. I probably should not have sold my BTC - argh!

A lot can happen in one year, and a lot can be forgotten after one year. The US stock market is up 26.41% YTD, and 35.91% over the last 12 months. Without context and perspective, it's easy to get caught up in all that is happening right now. They say investors' have a 3 year time horizon, last year, this year, and next year.

I was on Ausbiz on Monday talking about the US election and what investors can expect. And it's finally here. I hear a lot of people talking about the changes investors should make to their portfolio depending on the outcome of the election. What edge to investors have? How much does it really matter? And what can we learn from 125 years of data? Here's what the data tell us.

I was in Noosa last week for an investment conference. Each morning, I would run along the beach for about 6 km, take a dip in the water, then meditate. It was amazing, I felt amazing - 6:30 am, 20 degrees, blue skies, sunshine.

We're almost one third of the way through Q4 of 2024. And what is historically a relatively volatile month, the market has so far been able to navigate these seas with ease - up 2.73% this month on the S&P 500.

The stock market bottomed out on 12 October 2022, and the weekend gone marked the two-year anniversary of this bull market - yes, it's a bull market. During 2022, we saw a vicious -25% drop in the S&P 500 in a matter of 9 months - ouch. And since then, readers will know that I have been bullish and have been on record about it. See here, here, here, here, here, and here.