My portfolio is actually down quite a bit today, even though I am long and the market is higher. Throughout the year the defensive nature of my holdings has helped me, but it is killing me today. Defensive stocks are underperforming while financials are going through the roof.

This market has been a consensus killer all year. The most hurtful thing this market could have done is rally the financials at the expense of everything else. While it is hurting me, I cannot help but admire how sneaky this market is.

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