It makes for great TV.

But for investors, the election is unnerving. But this is not your typical U. Canadian investors anxiously awaiting the outcome are smartly asking what it could mean for their portfolios.

Stock Market Commentary and Investment Advice

There is no shortage of bravado in the prognostications about what a Donald Trump or Hillary Clinton win would mean for the markets.

Mark Cuban , tech entrepreneur and owner of the Dallas Mavericks, is convinced a Trump win would plunge stock markets and upend the bond market, should he find a way to follow through on a plan to renegotiate the U.

As divergent as these viewpoints are, the takeaway is clear: The outcome of the U. For the political neophyte, reality TV has never been so captivating.

Trump is such a divisive figure that markets around the world will likely experience more volatility under his watch, says Stephen Lingard, a portfolio manager with Franklin Templeton Solutions.

The former First Lady, on the other hand, represents the status quo. Before you start altering your portfolio, here is a look at some of the larger ways a Clinton or Trump win would affect Canadian portfolios. Trump is trying to capitalize on a populist anti-trade sentiment in the U.

At U.S. election time, history says buy dip in Canadian stocks - The Globe and Mail

At least when it comes to the TPP, Clinton and Trump appear to be somewhat on the same page. The Democratic Presidential Nominee agrees the TPP has its flaws, even though she once supported it, and now pledges to renegotiate the agreement if elected. Trade is the issue that will impact us the most, says Lingard. The North American economy has more than doubled in size since NAFTA was signed in If NAFTA changed in any significant way, Lingard says it could send Canada into a recession.

Matthew Barasch a Canadian equity strategist at RBC Capital Markets, goes as far to say that Trump presidency would be good for Canada. Trump is calling for would most likely provide a big boost to the U.

If you are willing to put your portfolio before the environment then Trump is good news again. Trump is a major proponent of Keystone, a pipeline that would likely spur investment in the oil sands. Iran becomes another wildcard under a Trump presidency.

Healthcare stocks might fall under Clinton, while energy companies and defence operations could see gains under Trump. Find an Advisor Ask MoneySense Portfolio Builder Where to Buy. Bruce Sellery Jonathan Chevreau Dan Bortolotti David Aston Romana King Robert R. Brown Norm Rothery Jason Heath Barry Choi.

What will the U.S. election mean for Canadian investors?

Home Investing What Trump could mean for your portfolio. What Trump could mean for your portfolio It makes for great TV.

Invest in companies that are sensitive to exchange rates like Dollarama and Baytex , because a Trump win would put pressure on the U. Buy Lockheed Martin Corp.

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