I  have been heavy on US financials for years (doing well), but have sold into this post election rally too.  Investors are counting on deregulation Trump, rather than the one who has said for years that investment and retail banking shouldn't be under the same roof.

They are also putting too much faith in Trumps infrastructure promise.  The tax cuts are Republican (and billionaire) bread and butter, but investing in the future is not their core.  Trump himself hasn't build anything in years.  He will bully corporations to do his bidding and put his name at the top of it.