The 2020 Election and what it means to your portfolio

Hello fellow Boodle members. It is Sunday, November 8 as I type this blog, the election of 2020, for the most part is over. News outlets have called the Presidential election for Biden/Harris and we are here to offer our opinion on what this outcome portends from the perspective of a Boodle investor. In addition to the political fallout, we will look at other ongoing events that are affecting the economy, which in turn, affect our portfolios.

With a democrat administration in the White House, it is our belief that the acceleration for spending money at a federal level has just been given a green light. In 2021 we expect the Biden administration to loosen the purse strings and increase spending, thus a possible bump up for equities going forward. Now keep in mind, some political races did not go the Democrats way, and we see some checks and balances that continue to strengthen our contention of stock market growth for 2021.

The Senate – It appears for now at least, that the Republicans will hang onto the Senate, creating a check on the executive branch. Two Senate seats in the state of Georgia will have a runoff in January, and even if the Republicans lose one of those seats, they will more likely hang onto the Senate.

The House of Representatives – Once again, the Democrats suffered some embarrassment here when the Republicans captured 5-8 seats, maybe more. This cuts into Speaker Pelosi’s majority, and has exposed her rule as possibly being in jeopardy.

Our view as to what all this means from an investor’s point of view is that 2021 should be a good year where we expect a gain of 8% - 10% on our equity portfolios. We expect to see the S&P 500 trading in the 3700 – 3800 range from where it sits today which is 3509.44. This will not be a straight line up, more of a zig-zag line is how we view this advance.

So, what should Boodle members do to take advantage of this forecast that we are calling for? Stay with the asset allocation that you have chosen for yourself based on your tolerance for risk. Continue to practice dollar-cost-averaging new money into your portfolio. Over time we expect to hit these benchmarks that we have laid out, and we will keep you abreast of any potential changes to our forecast model.

Keep in mind that we have been followers of the markets for more than 22 years and our research, in my opinion is based on reading, researching, and understanding investing from the ground up. We see our job as making sure that you have all the tools at your disposal that you will need to be a successful portfolio manager through financial education. At boodle, the more you learn, the more you will earn!

The coronavirus that is still with us will probably be neutralized sometime next year. We cannot say that with certainty because this is not our field of expertise, so you should always consult your medical professional. Have a safe and Happy Thanksgiving, and we will see you back here in December. Thank you for placing your trust in Boodle.

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The October Surprise