Musings
October was especially nice for home gamers like myself (record market highs AND many online brokerages eliminating stock trading fees). I was certainly busy with a month of repositioning my portfolio to skew even more conservatively amidst the new price highs (but yawn-worthy economic performance).
October was also gratifying for me because value strategies (like mine) finally etched a rare 2019 win (though my low volatility factor skew puzzlingly ended up on the bottom… proving I can't have everything that I want).
Source: S&P Global
Of course, value and dividends are still mostly lagging