Why picking the right stocks to own for a second Trump presidency is tricky

There is a growing sense that he will win the race for the White House, so I got up early on Tuesday to start at what a Trump administration might mean for our portfolio. I started by ranking stocks by their exposure to China because I know that Trump really does not care for China at all, never has.

Republican presidential nominee and former U.S. President Donald Trump and Republican vice presidential nominee J.D. Vance embrace on Day 2 of the Republican National Convention , at the Fiserv Forum in Milwaukee, Wisconsin, U.S., July 16, 2024.There is a growing sense that he will win the race for the White House, so I got up early on Tuesday to start at what a Trump administration might mean for our portfolio.

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Trump, JD Vance and stock market momentum: Here’s whyThe U.S. stock market has been on a roll this year, despite no change in interest rates, but some suggest the momentum is being fueled by Trump and his chances to retake the White House in November.
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