Recent geopolitical tensions and election-related noise have caused volatility in the markets that are outside an investor's control. When investing in such times, Kim Forrest, chief investment officer at Bokeh Capital Partners, has certain principles she follows to ensure a successful portfolio. During an interview with CNBC's " The Exchange " on Monday, Forrest advised investors to look for companies that consistently outperform their peers.
Exxon Mobil not only "gets oil out of the ground," but it also has a chemicals division and operates globally. This ensures diversification both in terms of product and geography, per Forrest. Regarding Micron Technology, Forrest said she is a "believer in AI." Micron manufactures NAND flash memory that is crucial for providing the data needed to further develop AI, according to the investor.