One year after President Trump took office, markets closed at an all-time high, with technology stocks leading the way. Lance Humphrey, Executive Director of Global Multi-Assets at USAA Asset Management, joined us to discuss whether the "Trump Rally" has any more room to go. Humphrey says his firm believes in global diversification. He's currently sees the most opportunity overseas, as valuations on the U.S. side seem a little too high. That's why USAA is overweight international regions, particularly Japan. From a sector perspective, Humphrey is keeping an eye on value companies. He isn't letting the hype behind growth companies like Alibaba distract him from his strategy of finding companies with reasonable valuations. The investor also weighs in on the market's optimism that Trump's policies will be implemented. He says the upside is already baked into stocks.