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Are Portfolios Becoming Partisan?

Ask The Compound

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Political Sentiment and Investment Strategies

This chapter explores how political sentiment influences investment decisions, revealing that many investors adjust their portfolios based on presidential approval rather than economic fundamentals. It emphasizes the importance of long-term market performance while examining the role of tariffs and tax implications on Treasury Inflation-Protected Securities (TIPS). The discussion also compares TIPS with TIPS ETFs and iBonds, providing insights into investor motivations and market expectations regarding inflation.

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