Four days before the 2024 election,
@QuiverQuant ran an experiment
"Would investing in the companies donating to presidential elections outperform the market?"
They built the test for both Kamala & Trump: the results will not shock you
679 days later here’s how they’ve performed:
Trump's Donor Portfolio:
• All-time return: +68%
• Top positions of $MU, $MO, $CAT
• AUM: $5,700,000
Kamala's Donor Portfolio:
• All-time return: +54%
• Top positions of $PLTR, $TWLO, $GOOGL
• AUM: $172,000
S&P 500:
• $SPY +33%
How they were created:
• Both strategies took equal weighted positions in 15 companies tied to campaign donors via employees
• Both strategies outperformed the SPY since their inception
Because of course they did
Congrats to those that followed the money