Last week was very bad for Donald Trump but relatively quiet for Hillary Clinton. The Democratic presidential candidate saw her lead in the race for the White House increase doing very little but watching Trump jump from one controversy to the next.
In a week that was all about Trump, Clinton's portfolio was down only 0.02%, which is in contrast to her post-convention bump, when the stocks we track that should have tailwinds under a Clinton presidency gained 2.99%. But it bested Trump's portfolio, which was down 1.53%.
Leading the way for Clinton's portfolio was Netflix (NFLX) - Get Netflix, Inc. Report , which surged 6.33% last week. The stock jumped on rumors that it was a potential takeover target for China's e-commerce leader Alibaba. (The stock is dropping in early trading this week as Alibaba is denying interest.)
Aetna (AET) was the next big gainer in Clinton's portfolio, up by 3.43%. The health insurer is in talks to buy rival Humana (HUM) - Get Humana Inc. Report and the deal could have its day in court by the fall. Reports were also out that the company is working on a backup plan if the deal should fail.
Dragging Clinton's portfolio down was Solar City (SCTY) , which fell 7.15% last week. The company isn't the same as Elon Musk's Tesla (TSLA) - Get Tesla Inc Report , which had a terrible week with poor earnings results and an after-hours news dump that included the revelation that the company is going to need a lot more money, but the fortunes of both are linked. Musk, the Tesla CEO and Solar City chairman, has an ambitious plan for his companies that involves combining them into an electric power powerhouse -- but both are struggling, perhaps leading investors to question, if you combine two failing concerns, do you get one successful one?
Still Tesla stock seems somewhat immune to traditional market forces. Maybe, once combined, that same magic will rub off on how investors look at the Solar City side of the business.
Here's how the entire Clinton portfolio did last week, leading with the top gainers:
Smith & Wesson (SWHC) : 0.92%
Solar City: -7.15%
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This article was written by a staff member of TheStreet.