Investing Strategy Aligned with Trump's Policies Outperforms S&P 500

Eric Balchunas, senior ETF Analyst at Bloomberg Intelligence, posted on X about a unique investment strategy that has yielded significant returns since U.S. President Donald Trump took office. This approach, referred to as the 'White House basket,' involves investing in companies that align with Trump's tweets and White House policies. According to a recent note by analyst @psarofagis, this strategy has delivered a return of approximately 75% since the beginning of Trump's term, significantly outperforming the S&P 500, which has seen a return of around 20% in the same period. Key contributors to this performance include companies like Intel and USA Rare Earths. Despite its success, efforts to formalize this strategy into an exchange-traded fund (ETF) have faced challenges. Tuttle, a financial firm, has attempted to create the Government Grift ETF based on this strategy. However, no exchange has agreed to list it, citing its controversial nature, a situation that Balchunas notes is unprecedented.