Presidential Elections and Your Portfolio: What History Tells Us About Market Performance

In this episode of Own the Exit, Caleb and Aaron dive into the often misunderstood relationship between presidential elections and investment strategies. They explore historical data showing the surprising stability of the stock market during election years, highlighting how the S&P 500 has posted positive returns in nearly every election year since 1928.

Discover why election years might not be as detrimental to your investments as they seem. Caleb and Aaron discuss the impact of new administrations, potential policy changes, and how to navigate concerns about proposed taxes like the unrealized capital gains tax. They also provide insights on long-term investment strategies and debunk common myths driven by media fear mongering.

Tune in to understand how you can leverage historical data and strategic thinking to position your investments for success, regardless of the political climate. Whether you're a seasoned investor or just starting out, this episode offers valuable insights to help you thrive in any election year.

TAKEAWAYS

Election years can create fear and uncertainty for investors.
Historical data shows positive stock market performance during elections.
Post-election years often yield even better market results.
Portfolio performance varies significantly based on the elected party.
Investors should focus on long-term strategies rather than market timing.
Fear and sentiment heavily influence investment decisions.
Opportunities often arise during market distress.
Investing is cyclical; patience is key.
Media narratives can manipulate investor behavior.
Successful investors often thrive when others retreat.

FOLLOWS

Caleb Investing⁠

⁠⁠Aaron Investing

CHAPTERS

00:00 Understanding the Election Year Impact on Investments

01:12 Introduction to Own the Exit Podcast

02:15 Historical Performance of the S&P 500 During Election Years

03:25 Post-Election Year Performance and Economic Policies

05:45 Unrealized Capital Gains Tax and Its Implications

08:11 Portfolio Performance Based on Election Outcomes

10:34 The Importance of Long-Term Investing Over Market Timing

12:53 The Role of Media and Fear in Investment Decisions

15:14 Institutional Trading Strategies and Market Volatility

17:40 Long-Term Investment Mindset and Success Stories

KEYWORDS

investment strategy, election year, stock market, economic stability, investor psychology, historical data, market performance, long-term investing, capital gains tax, business growth

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