NEW YORK (TheStreet) -- As we look ahead to an election that is now less than two months away, we have to continue to play the portfolio "what-if" game. We have never been faced with two candidates that are so polar opposite in almost every way.
The direction that each will take this great land of ours is almost as distinct as north vs. south. The impact that each will have on our portfolios will be great.
I don't think that a Romney-Ryan ticket will be very favorable for green energy investing. I also think that they may have a negative impact on the health care stocks that been rocketing higher ever since the landmark Supreme Court decision.
I don't think that an Obama-Biden ticket will be very kind to the coal stocks, or the energy service stocks, or the defense stocks.I would expect some new leaders in the market to emerge immediately after election-day if Romney wins. I would expect many of the same stocks that have led the way during the Obama years to continue to lead if he is re-elected. Under President Obama, the health care sector has delivered some outsized returns. The sluggish economy has been good to deep discounters like Dollar Tree (DLTR), Ross Store (ROST), and TJ Maxx (TJX), to just name a few. Folks clinging to their guns and religion have been good to the gun stocks like Sturm Ruger (RGR), Cabelas (CAB), and Smith & Wesson (SWHC). A Romney presidency, on the other hand would probably boost the defense stocks. The number one performing asset under President Obama has been something that we come in contact with every day, however. In the beginning it may surprise you, but when you find out what it is, I think that you will say, "now why didn't I think of that?" When President Obama took the oath of office back in January of 2009, United States Gas (UGA), an exchange traded fund seeking performance corresponding to the price of gasoline, was trading at $19.46. Today, almost four years later, that same exchange traded fund is trading at $61.79. It is up over 217% since the POTUS has been in charge.
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