Politics factor zero percent into our strategy. Why? Stocks can trend up or down under either party.
If Republicans didn’t invest under Obama, they lost out. If Democrats didn’t invest under Trump, they’d lost out. Politics are an unknown. Remember how they said a Trump election would tank stocks?
We focus on measurable data and I don’t invest or not invest based on who’s in the White House, even though Trump will get my vote again.
Politics, in investing, are a distraction.
So I don’t invest differently no matter who’s in office. We pick great companies at great values. You’ll find that Warren Buffett does the same. Besides, the Fed affects markets more than the president.