Obama Portfolios
We recently discovered that Dealbreaker.com has been keeping track of its very own Obama portfolio for some time now. We also learned that Teeka Tiwari has been keeping a couple blogs on Obama / McCain stocks. Neither of these portfolios have done very well though; Tiwari’s has a -14% spread against his McCain picks.
Meanwhile, it’s been almost two months since we put up our Stimulus Package Portfolio and we already have an average 10% return. This is only slightly lower than the S&P 500 average in that period of time. In light of this success we have plans to aggressively expand our portfolio building.
Over the next week, you can expect to see a portfolio from us regarding Obama’s new stance towards Cuba, defense, and foreign policy in general.
Posted: April 23rd, 2009 under Defense, Foreign Policy, Obama, Trade Policy.
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