So far this year it has certainly been a good time to be in the U.S. market. Despite various worries and warnings the DOW and S&P 500 are up a lot this year and the DOW was up 0.9% today and the S&P 500 was up 1.2%.
Prudence would suggest trimming some positions for those of us with high exposures to equities. I thought of doing that today but ended up not selling anything. And with Toll Brothers down 2.3% today, I added to my position in that company.
Constellation Software was up 3.3% today.
In the next few weeks we will have earnings plus the usual economic reports and various world events all of which ,the reality is, can push the markets around unpredictably.