The iShares Dow Jones US Insurance Index Fund (IAK) might do well in a Clinton White House, but fare poorly in an Obama one.
If Clinton is the nominee, the Consumer Discretionary Select Sector SPDR (XLY) could be worth a look. That’s because her nomination could inspire Republicans to dig deep and donate big toward political commercials. Almost a third of the fund is invested in media companies.
Another fund worth a look if Obama wins the White House is the PowerShares Dynamic Building & Construction (PKB). His plan calls for more spending on roads, bridges and schools. Since this fund is 30% allocated in engineering and construction, it could reap the rewards.