What Portfolio Changes Should You Make Post-Election?

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What Portfolio Changes Should You Make Post-Election?


 

 

Short answer? None.

Longer answer: “For the most part, none of this is something that people should use as a basis for changing their portfolios,” but you should listen to the full interview to get the rest.

(Charts referenced can be found here)

 

Audio below



 

 

Previously:
Why politics and investing don’t mix (February 6, 2011) WaPo

Investing based on how you vote is still a terrible idea (October 10, 2018)

Economics & Politics as a Lens on Markets (October 28, 2020)

Politics & Investing

 

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