Trump 2.0 is here, which means global politics — and the markets — are set to get a lot spicier.
As an investor, do you really wanna spend your days trying to predict every twist and turn? Or does it make more sense to find a way to shield your portfolio from Trump-induced volatility?
We’ve said enough about the stocks that’ll thrive under Donald Trump, and the ones that’ll struggle. Now it’s time for a list of Trump-proof winners — the names that we’re picking will be spared the turbulence expected from The Donald’s second term.
Read more: Trump 2.0: What’s in it for Indian stocks?
Trading platforms and asset managers
No matter which stocks investors pile into, they’ll all be bought and sold on trading platforms. And all that activity = more $$$ via fees and interest income.
With retail activity poised to spike in a Trump-fueled FOMO frenzy, brokerages could be a smart play. Take Robinhood, a retail favorite for trading.
Morgan Stanley sees a big opportunity for $HOOD to capitalize on crypto, especially with Trump’s deregulation push and retail investors jumping in to get a piece of the action. It recently upped its 12-month price target to $64, a 33% increase from the stock’s price now. Read MONIIFY’s latest take on $HOOD here.
If you’re looking for a broader bet, the iShares US Broker-Dealers & Securities Exchanges ETF could be worth a shot.
And then there are the asset managers, the silent winners in any market action. Think BlackRock, State Street Global and Vanguard (the biggest of them all). These giants dominate the ETF market, offering options for virtually every asset class. Wherever investors move their money, there’s a good chance it lands in one of their products. MONIIFY explained it here.
Big Tech (a cliche but it’s true!)
It doesn’t really matter whether these stocks boomed over the past few years or cooled off in late 2024. Big Tech has deep pockets, strong businesses and the kind of resilience that’s hard to rattle in any game-changing way.
The big players have “tremendous market power and momentum,” Steve Sosnick, chief strategist at Interactive Brokers, tells MONIIFY. It’s hard to imagine a change in administration substantially changing the demand for, say, Microsoft’s products.
And let’s not ignore the fact that Silicon Valley CEOs have been getting awfully cozy with Trump lately (hey Elon Musk and Mark Zuckerberg 👋🏻)… something that’s bound to pay dividends for them at some point.
Read more: Trump and crypto: Will the rising tide lift all boats?
Gold stays shining
The yellow metal outperformed during Trump’s first term, delivering gains of 50% and beating even its run under Joe Biden. It’s no stranger to shining in times of stability or turbulence. Coming out of the 2008 recession, gold held its ground for years even with risk assets recovering, rising more than 90% during Barack Obama’s first term.
Sure, it’s a non-yielding asset, but gold has one thing going for it: it’s rare. With limited supply, its long-term trajectory is always uphill — slowly but steadily. When the world panics over Trump’s policies, gold becomes the go-to shelter.
And it’s not just about market jitters. As countries race to reduce their dependence on the US dollar, central banks are expected to keep hoarding gold to diversify reserves. Long story short: the precious metal’s glow is here to stay.
Read more: Trump 2.0 is about to be a nightmare for green investors
Wall Street’s new cool kid
Utilities tend to do well no matter who’s in the White House, Democrat or Republican. Why? Because they sell the essentials the world will always needs: electricity, gas and water. These aren’t just basics for daily life; they’re critical for everything from manufacturing to the next Big Tech.
Now, with AI booming and power-hungry data centers surging in demand, utilities have found a new calling. Big Tech is turning to nuclear energy to fuel its AI ambitions, and power stocks have been riding the wave with stellar gains in the process. Both could be worth a look as we brace for the wild ride that the Trump redux is destined to be.
Edited by Tim Hume and Thyagu Adinarayan. If you have any tips, ideas or feedback, please get in touch: talk-to-us@moniify.com
