It was a good week for Donald Trump but a bad week for our Donald Trump Stock Portfolio.
Despite several controversies, Trump presided over a successful Republican National Convention in Cleveland. His campaign may now be experiencing a post-convention "bump" in the polls. Election prediction website FiveThirtyEight.com now gives Trump a 46% chance of winning the election, his highest number yet.
For our Donald Trump Stock Portfolio, it wasn't such a good week. The portfolio, overall, was down about 1%.
Leading the way was the Bitcoin Investment Trust (GBTC) , which was down 12.5%, suffering from the halving of the new Bitcoin supply being created. Other laggards were Steel Dynamics(STLD) - Get Report (-4.97%), which reported weak second quarter earnings, and Capital One Financial(COF) - Get Report (-2.02%), which also reported a second quarter earnings miss.
But there were some bright spots as well. Microsoft(MSFT) - Get Report was up 5.38% on fourth quarter earnings that crushed expectations, and Tetra Tek(TTEK) - Get Report was up 4.15%. The company was awarded a small but important contract last week and reports earnings on July 27, after market close.
Across the portfolio, only four stocks were in positive territory and seven were down 1% or more.
Here's how the rest of the portfolio did from open to close last week, leading with the best gainers:
Tetra Tek: +4.15%
Cemex (CX) - Get Report : +0.88%
Boeing (BA) - Get Report : +0.85%
GEO Group (GEO) - Get Report : -0.03%
Lockheed Martin (LMT) - Get Report : -0.15%
Northrop Grumman (NOC) - Get Report : -0.88%
Elbit Systems (ESLT) - Get Report : -0.94%
Exxon Mobil (XOM) - Get Report : -1.04%
U.S. Steel (X) - Get Report : -1.12%
Randgold Resources (GOLD) - Get Report : -1.36%
Oracle (ORCL) - Get Report : -1.63%
Capital One Financial: -2.02%
Steel Dynamics: -4.97%
Bitcoin Investment Trust: -12.5%
If you're bullish on Trump winning the presidency, bet on these stocks, which should have a tailwind under a Trump administration. And if you're more optimistic that Hillary Clinton will win the presidency, check out these 15 stocks.
Lockheed Martin is a holding in Jim Cramer's Action Alerts PLUS Charitable Trust Portfolio. See how Cramer rates the stock here. Want to be alerted before Cramer buys or sells LMT? Learn more now.
This article was written by a staff member of TheStreet.