3 Nearly Trump-Proof Stocks Defying Trump’s Tariff Shock
As the 2024 U.S. presidential election heats up, investors are bracing for potential market volatility—especially if Donald Trump returns to the White House with his aggressive trade policies. Trump has floated the idea of imposing 60% tariffs on Chinese imports and 10% universal tariffs on all foreign goods, which could disrupt global supply chains and pressure corporate earnings.
However, some companies are uniquely positioned to weather—or even benefit from—these economic shocks. Here are three nearly Trump-proof stocks that could defy tariff turbulence and deliver strong returns regardless of trade policy shifts.
1. Berkshire Hathaway (BRK.A / BRK.B)
Why It’s Trump-Proof: Warren Buffett’s conglomerate is a fortress of diversified businesses, from insurance (Geico) to railroads (BNSF) and energy (Berkshire Hathaway Energy). Its massive U.S.-centric portfolio means it’s less exposed to international trade wars.
Domestic Strength: Over 80% of revenue comes from U.S. operations, insulating it from foreign tariff risks.
Cash Cow: With $167 billion in cash, Berkshire can capitalize on market downturns by acquiring undervalued assets.
Defensive Holdings: Stocks like Apple (AAPL) and Coca-Cola (KO) have strong pricing power, helping them pass on tariff-related costs to consumers.
2. NextEra Energy (NEE)
Why It’s Trump-Proof: Renewable energy giant NextEra is a long-term winner regardless of trade policy. While Trump has been skeptical of green energy, NextEra’s regulated utility business (Florida Power & Light) provides steady cash flow, while its renewable projects benefit from bipartisan infrastructure spending.
Regulated Monopoly: Utilities are inflation-resistant and tariff-agnostic, as costs are passed to consumers.
Renewable Growth Leader: Even if Trump slows clean energy incentives, states like California and New York will keep pushing renewables.
Dividend Stability: A 3% yield with consistent growth makes it a safe haven in volatile markets.
3. Lockheed Martin (LMT)
Why It’s Trump-Proof: Defense stocks thrive under any administration prioritizing military strength—and Trump has pledged to boost Pentagon spending. Lockheed Martin, maker of the F-35 fighter jet, is a prime beneficiary.
Government Backing: Over 70% of revenue comes from U.S. defense contracts, minimizing tariff exposure.
Geopolitical Tensions: Rising global conflicts ensure sustained demand for advanced weaponry.
Dividend & Buybacks: A 2.7% yield and consistent share repurchases enhance shareholder returns.
Bottom Line
While Trump’s tariff threats could rattle markets, Berkshire Hathaway, NextEra Energy, and Lockheed Martin are built to endure—and even thrive—amid policy uncertainty. Their strong domestic focus, pricing power, and essential services make them nearly Trump-proof stocks for long-term investors.
Disclaimer: This article is for informational purposes only and does not constitute financial advice. Always conduct your own research before investing.
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