The Trump Dip - Here's What I'm Buying To Improve My Dividend Portfolio
- My portfolio gained significantly post-election, driven by industrial and energy stocks, while REITs and tariff-prone companies faced pressure from rising rates and trade uncertainties.
- I see value in stocks like Canadian Pacific and select REITs, which were sold off prematurely due to investor overreaction.
- Regardless of political changes, my focus remains on building a resilient portfolio with reliable income through value investments and all-weather stocks.
- Future investment strategies will emphasize policy-specific opportunities and maintaining a diversified portfolio to ensure long-term success.
johan10
Introduction
It feels like 2016 all over again.
Back then, a wide range of "Trump trades" exploded higher when the former real estate investor defeated Hillary Clinton against all odds.
To be honest, this time, I expected it to be different. After
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