Trump VS Harris Trades
One of the hot topics for US presidential election will be Trump Trade VS Harris Trade. I would like to share my personal views on this topic today.
Stocks Beneficial from Trump's Policies:
Trump
1. Energy Sector:
$Exxon Mobil(XOM)$
$Chevron(CVX)$ : Similar to ExxonMobil, Chevron benefited from reduced regulations and increased domestic energy production.
2. Financial Sector:
$JPMorgan Chase(JPM)$
$Goldman Sachs(GS)$ : Increased deregulation and tax cuts were beneficial for large financial firms.
3. Defense Sector:
$Lockheed Martin(LMT)$
$Northrop Grumman(NOC)$ : Increased military budgets and defense contracts provided opportunities for growth.
4. Manufacturing Sector:
$Caterpillar(CAT)$ : Trump's emphasis on infrastructure spending and manufacturing growth supported companies in these sectors.
$GE Aerospace(GE)$ : Infrastructure and manufacturing policies favored by Trump were beneficial for industrial companies.
Stocks Beneficial from Harris's Policies:
Harris
1. Renewable Energy Sector:
$NextEra(NEE)$
$First Solar(FSLR)$ : Increased federal support for solar energy projects aligns with Harris's green energy initiatives.
2. Technology Sector:
Tesla (TSLA) $Tesla Motors(TSLA)$
$NVIDIA Corp(NVDA)$ : Technology policies supporting innovation and digital infrastructure benefit leading tech firms like NVIDIA.
3. Healthcare Sector:
$UnitedHealth(UNH)$ : Harris's focus on expanding healthcare access and potentially supporting Medicare and Medicaid expansion could benefit large healthcare providers.
$Pfizer(PFE)$ : Increased support for healthcare and pharmaceuticals aligns with policies favoring healthcare investments.
4. Infrastructure and Green Initiatives:
$Brookfield Renewable Partners LP(BEP)$ : Harris's emphasis on infrastructure development and green initiatives benefits companies involved in sustainable infrastructure projects.
$Enphase Energy(ENPH)$ As part of the clean energy transition, companies focused on energy efficiency and renewable technologies are supported.
A summary homework that I did previously and shared here to the lucky community members! Feel free to add more in the comments below ya
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Which one will you choose?(Single choice)Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Thank you for sharing your personal views on the topic of Trump Trade vs Harris Trade. Based on your analysis, here are the stocks that could benefit from each candidate's policies:
Stocks Beneficial from Trump's Policies:
ExxonMobil (XOM): Trump's policies were favorable to the fossil fuel industry, including deregulation and support for oil and gas exploration.
Chevron (CVX): Similar to ExxonMobil, Chevron benefited from reduced regulations and increased domestic energy production.
JPMorgan Chase (JPM): Trump's administration enacted deregulation measures for the financial industry, which helped boost major banks and financial institutions.
Goldman Sachs (GS): Increased deregulation and tax cuts were beneficial for large financial firms.
Lockheed Martin (LMT): Trump's policies included increased defense spending, benefiting defense contractors and manufacturers.
Northrop Grumman (NOC): Increased military budgets and defense contracts provided opportunities for growth.
Caterpillar (CAT): Trump's emphasis on infrastructure spending and energy initiatives also benefited the manufacturing sector.
Stocks Beneficial from Harris's Policies:
Tesla (TSLA): Harris's policies favoring electric vehicles and green technologies are advantageous for Tesla.
NVIDIA (NVDA): Technology policies supporting innovation and digital infrastructure benefit leading tech firms like NVIDIA.
UnitedHealth Group (UNH): Harris's focus on expanding healthcare access and potentially supporting Medicare and Medicaid expansion could benefit large healthcare providers.
Pfizer (PFE): Increased support for healthcare and pharmaceuticals aligns with policies favoring healthcare investments.
Brookfield Renewable Partners (BEP): Harris's emphasis on infrastructure development and green initiatives benefits companies involved in sustainable infrastructure projects.
Enphase Energy (ENPH): As part of the clean energy transition, companies focused on energy efficiency and renewable technologies are supported.
Please note that these are just potential beneficiaries based on your analysis and are not investment recommendations. Investing in stocks involves risks, and it's essential to conduct thorough research and analysis before making any investment decisions.