Trump Trades (stocks to buy now)

Trump stocks sectors that should show good performance in next 2 years are (with example ETFs):

• Crypto - e.g. DAPP, BLKC
• Finance - e.g. IUFS 
• Industry (esp. Tech and Tesla) - e.g. IUSU, IITU or XLKQ, IUCM
• Oil/Energy - e.g. IESU
• Defense - e.g. DFNS  
• S&P 500 and Nasdaq - e.g. EQQQ, HSPA

Personally, of these, I am just investing in only some of them: EQQQ, IUFS, IUSU, IITU, IUCM and also some IESU (2%).

If the Ukraine and/or Gaza troubles cease, then defense may not be such a good bet.

If Trump does encourage more US oil and gas production, I am not sure that will lead to bigger profits unless the price of oil is prevented from falling too low.

I have a small amount of bitcoins but you must do your own research and invest according to your own risk profile! To me it is a Dutch Tulip/Ponzi bubble which will burst one day.

I also like XDEQ (global quality) and XDEM (global momentum). I have sold some of my UK stocks as unlike the USA, the UK seems to be making a rod for it's own back and I cannot see UK stocks performing anywhere nearly as well as US stocks in the next two years. Though a UK free-trade agreement with the USA might change my mood...

The first 2-year honeymoon period of the Trump administration should result in a gain of 30-40%, however I am prepared for large corrections during this period and will keep a keen eye on the USA stock market every day and (in my ISA account) I will be prepared to quickly sell USA ETFs and buy world ETFs instead (or just buy CSH2 money market ETFs for a while)!

The new Capital Gains Tax rates of 18% (and 24% for higher earners) in the UK, means that crystalizing gains on shares held in a taxable General Investment Account requires more careful deliberation now!

Specific companies

I don't pretend to understand the factors involved in choosing to invest in specific companies and I usually come out evens at best which is why I always try to stick with ETFs, but you may enjoy listening to Alpesh on the subject...