Partisan Portfolios

Written By Don McDonald

In this episode, we examine the intersection of politics and investing, highlighting how emotional decisions can cloud judgment. We discuss politically-themed ETFs, like the Defiance MAGA ETF, emphasizing that economic factors, not political trends, influence stock prices. Listeners are cautioned against allowing political affiliations to dictate investment strategies, as this can lead to underperformance. Using Walgreens as an example, we underscore the importance of diversification over individual stock investments. We answer listener questions about tax regulations and advocate for low-cost index funds and ETFs for long-term success.

  • 2:16 Don's and Tom's Politics

  • 4:34 Should You Invest Politically?

  • 8:08 The Risks of Individual Stocks

  • 21:43 The Fall of Walgreens

  • 30:44 Fidelity vs. Schwab: A Comparison

  • 33:48 Understanding Zero Coupon Funds

Don McDonald
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