What investing moves are you making

[Rukh O'Rorke]

for the trump presidency that are different from what you would have done under clinton?

or are you continuing on with your usual plan regardless?

[Deleted]

No changes, keeping my Total Market allocation of Foreign/Domestic equities and Domestic bonds.

I am getting completely out of real estate however but not due to the donald.

[Blonde Granny]

I'm not making any changes. Still in CDs, some individual bonds and in a managed bond portfolio called Amerivest. If Clinton would have been elected, I would have likely taken some money out of the Amerivest account and put into in cash for awhile.

[The Virginian]

I'M 100 % in Individual Stocks and Invest Dividends back in
Immediately or as soon as Opportunity Strikes !

 

[ken a.k.a OMK]

No changes. I will be required to take the RMD in 2017.  Got to figure where to put that money.

[clarkrl2]

One thing you could try if you thought the Trump administration could pass some legislation that would lower corporate taxes is look for companies that are currently paying a high effective tax rate. Their earnings would benefit most by a lower corporate tax rate.

I am not sure there will be lower taxes but you can calculate the effective tax rate by dividing tax expenses by the earnings before taxes found on the companies income statement.

 
I ran a screen on Portfolio123 for S&P500 companies with the highest tax rate and the top returns were.
PNR, SYMC, HCP, KMI, JCI, FMC, TDC, CNC, PCAR, AES, HUM, IRM, LUK, ANTM, DNB, LOW, PWR, GPS, AET

I am not recommending these I’m just throwing out an idea.

[gwenstacy]

I am currently looking out for the stocks that are invested by in Donald Trump, m researching on it. Even though he says he will not invest in stocks no more, i dont believe it.

[Wisconsin Beth]

We switched retirement plans in Oct. My dh has a financial guy (FG) and the FG was happy to meet with both of us to go over both sets of retirement funds/plans.

A new feature of my plan is a more individualized stock plan/option. FG is intrigued and wants more details. I need to get him those details.

So I may be making a change in 2017 but it's not due to Trump. My 15% to retirement isn't going to go down but my allocations may change if I decide to move in this new direction.

[saveinla]

I will be 48 next year and I am currently invested 100% in stocks in my 401K. I am thinking of changing my asset allocation going forward to be 80% stocks and 20% bonds , but I am not sure.

[Wisconsin Beth]

Dec 22, 2016 11:16:15 GMT -5 saveinla said:

I will be 48 next year and I am currently invested 100% in stocks in my 401K. I am thinking of changing my asset allocation going forward to be 80% stocks and 20% bonds , but I am not sure.

Yeah, I'm slightly younger than you but I'm almost all in stocks too. I will get a pension of about $30K a year so I always figured I could be riskier. And I started with a low amount and stocks seemed the best way to make up for that.

[clarkrl2]

On reply number 7, I posted an idea to screen the S&P 500 for companies with the highest effective tax rates. The 20 tickers averaged a gain of 9.90% compared to the S&P500 etf SPY gain of 7.26%. The top 10 tickers averaged 12.02% but the top five only averaged 7.96%. Since there has not been any legislation on corporate tax reform this could still play out.

Symbol	Return
PNR	18.43%
SYMC	17.63%
HCP	11.92%
NEM	0.08%
KMI	-8.27%
JCI	3.25%
FMC	29.87%
TDC	9.34%
CNC	36.22%
PCAR	1.68%
AES	-3.26%
HUM	17.67%
IRM	9.07%
LUK	11.66%
ANTM	29.79%
DNB	-11.43%
LOW	8.21%
PWR	-5.43%
GPS	0.36%
AET	21.26%

[clarkrl2]

I reran the effective tax rate screen again today for effective tax rate of S&P500 companies and the top 20 are now. CAT, ARNC, QRVO, AVGO, JCI, HLT, KMI, CNC, JWN, FCX, HUM, AET, V, ANTM, CTL, UAL, MCO, AIG, LOW, and GPS. I am not invested in these companies but I do believe they would be some of the companies that would benefit most from corporate tax reform if corporate tax reform occurs sometime in the next one year period.

[hoops902]

Not making any changes. 100% in ETFs.