With November drawing to a close, global stock markets are on a tear. If Monday’s stock market sustains the gains, it looks set to be the best month for shares globally, ever.It is easy to look back and wish that one had known at the start of November what is common knowledge now, from the vaccine news to the US presidential election outcome. But I think it’s more useful to look forward and think about what to do next as an investor.5G is here – and shares of this ‘sleeping giant’ could be a great way for you to potentially profit!According to one leading industry firm, the 5G boom could create a global industry worth US$12.3 TRILLION out of thin air…And if you click here we’ll show you something that could be key to unlocking 5G’s full potential…Look at what made November the best month for sharesSome of the stock market risers in November didn’t surprise me at all. For example, retailers like Greggs bounced sharply higher with the anticipation that a vaccine would help high street customer levels return closer to normal. Business hasn’t recovered and the current lockdown will surely weight on the company’s next results. But I never doubted that there would be good news in the end about a return to more normal life – the question was just one of when. Looking back, many of the shares which jumped in November look like they were hiding in plain sight before.That makes me wonder – what else is likely to happen in the coming months, the only question being one of timing? For example, it’s hard to imagine that offices will be empty this time next year. That could be positive for shares in landlords like Land Securities, which still look beaten down.Think about the drivers for November’s market performanceStocks surged globally in November because of improved sentiment. There were some very clear drivers for that sentiment. For example, the release of the positive news about the Pfizer vaccine caused the London market to leap immediately. No wonder November is set to be the best month for shares ever.That makes me consider what drivers will affect sentiment in the coming months, positively or negatively? At the end of December, the transition period for Brexit will end. I think the pandemic has distracted markets and the impact of Brexit is not yet fully priced into all shares. The post-transitional trade regime looks far from ready. That could add extra costs onto heavy exporters like Victrex. Looking ahead to likely drivers for market sentiment can help me consider what to do next. I like Victrex as a share but I don’t like the short-term international trading outlook for UK exporters.What I’ll do nextThe stock market globally looks set to record the best month for shares ever in November. But December is a different month. I expect that it will bring new opportunities.I will consider my portfolio in the light of November’s strong run. But rather than reflect on past success, I will focus my attention on practical steps I can take to improve my likelihood of continued success, in December and beyond. Christopher Ruane | Friday, 27th November, 2020 I’m sure you’ll agree that’s quite the statement from Motley Fool Co-Founder Tom Gardner.But since our US analyst team first recommended shares in this unique tech stock back in 2016, the value has soared.What’s more, we firmly believe there’s still plenty of upside in its future. In fact, even throughout the current coronavirus crisis, its performance has been beating Wall St expectations.And right now, we’re giving you a chance to discover exactly what has got our analysts all fired up about this niche industry phenomenon, in our FREE special report, A Top US Share From The Motley Fool. November looks like the best month for shares ever – what I’d do now Enter Your Email Address christopherruane has no position in any of the shares mentioned. The Motley Fool UK has recommended Landsec and Victrex. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors. Click here to claim your copy now — and we’ll tell you the name of this Top US Share… free of charge! Renowned stock-picker Mark Rogers and his analyst team at The Motley Fool UK have named 6 shares that they believe UK investors should consider buying NOW.So if you’re looking for more stock ideas to try and best position your portfolio today, then it might be a good day for you. Because we’re offering a full 33% off your first year of membership to our flagship share-tipping service, backed by our ‘no quibbles’ 30-day subscription fee refund guarantee. Our 6 ‘Best Buys Now’ Shares Image source: Getty Images. Simply click below to discover how you can take advantage of this. “This Stock Could Be Like Buying Amazon in 1997” See all posts by Christopher Ruane I would like to receive emails from you about product information and offers from The Fool and its business partners. Each of these emails will provide a link to unsubscribe from future emails. More information about how The Fool collects, stores, and handles personal data is available in its Privacy Statement.