May 10, 2001

During the months leading up to the presidential election, many in the financial community developed two hypothetical portfolios. One portfolio would benefit from the election of Bush, while the other would outperform with a Gore victory. Through careful analysis of the two candidates' economic programs, the pundits identified areas where there were significant differences. These areas included anti-trust, the environment, health care, school choice, national defense and Social Security. Based on these differences, the analysts proceeded to identify individual stocks and industry groups that would benefit under the two programs.

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