The market is down about 2% today and it's not because of the election results, as most commentators have pointed out in the RTI post of this morning.
Let's not forget that the S&P has gained more than 50% since Obama's inauguration in January 2009. Also, the race was too close and the incumbent's victory was not at all unexpected.
It appears that the fiscal cliff and Euro-zone debt crisis are back in focus now as the election is over. But if you are a long-term investor, you may be looking at some of the sectors that may benefit from Obama's second term.
My picks are healthcare, homebuilders, telecom and clean energy. ( Four ETFs for Obama's Second Term )
And if the special tax rate on dividends expires after the year-end, the income oriented investors should also look at some of the alternate sources of income. I like the Emerging Markets Sovereign Bond ETFs , which have relatively "low-risk" and yield ~5%, while adding diversification benefits to the portfolio.
Please share your thoughts.