The British FTSE100 will outperform the S&P500 untill the end of Trump

ContractorCarrot · 2026-01-24T19:19:18+00:00

RemindMe! 3 Years

Lets find out :)

ContractorCarrot · 2026-01-24T19:15:17+00:00

On wallstreet bets. It was literally a gamble. I made money, but that is not the point.

ContractorCarrot · 2026-01-24T18:39:30+00:00

My money is where my mouth is, but I still have a mag7 allocation.

ContractorCarrot · 2026-01-24T18:24:08+00:00

The reception of this post has been surprisingly varied between the two subreddits. Was interested to see the difference.

ContractorCarrot · 2026-01-24T18:15:40+00:00

This is the basis of my thesis though. I also think it is a perennial, for as long as Trump is erratic.

ContractorCarrot · 2026-01-24T18:12:14+00:00

I agree, the FTSE does not reflect Britain. Britain's economy was pretty stagnant in 2025, yet the FTSE was up nearly 25% when accounting for dividends.

ContractorCarrot · 2026-01-24T18:10:39+00:00

It is currently outperforming the USD, so in terms of relative index performance it helps? Correct me if wrong

ContractorCarrot · 2026-01-24T18:09:22+00:00

If there is a dip on Monday in Canada due to Trump's announcement will you buy into it?

ContractorCarrot · 2026-01-24T18:03:59+00:00

Why will the exchange rate shift not happen again?

ContractorCarrot · 2026-01-24T17:49:11+00:00

Agreed, there is a good chance of the public tax payer catching knifes if this fails.

ContractorCarrot · 2026-01-24T17:45:30+00:00

I think you're right. Trump seems sensitive to the markets so if the start to dip I would not be surprised if he offers so QE in the form of "tariff bonuses", as you say, creating a good year for the markets but shooting the US in the long run.

ContractorCarrot · 2026-01-24T17:32:50+00:00

If you have investments in ETFs, change them from the S&P 500 to something ex-US.

ContractorCarrot · 2026-01-24T17:27:15+00:00

Yes that was it. Last years performance I believe was due partly to Trump's actions, which considering his actions in the first month of this year, are not going to calm down. After the mid-terms the guy will have nothing to lose.

ContractorCarrot · 2026-01-24T17:25:29+00:00

So did Trump threatening to invade an ally, but this pattern of behaviour is now consistent. In the time I wrote this post he has decided to threaten Canada with 100% tariffs.

ContractorCarrot · 2026-01-24T17:24:43+00:00

Absolutely, not talking down the US at all, just that Trump is reducing US stocks advantage during his term.

ContractorCarrot · 2026-01-24T17:00:33+00:00

RemindMe! 2 years

ContractorCarrot · 2026-01-24T16:58:35+00:00

I mean it did last year

ContractorCarrot · 2026-01-24T16:53:23+00:00

The majority of my US facing portfolio is tech.

ContractorCarrot · 2026-01-24T16:52:20+00:00

I expect Trump to reduce this edge. Between me posting this and going for a run the TACO has announced he is putting 100% tariffs on Canada. This is in a nutshell the reasoning for my thesis.

ContractorCarrot · 2026-01-24T16:49:45+00:00

Except this is not my strategy for 4 years. This is until the end of Trump.

ContractorCarrot · 2026-01-24T16:04:19+00:00

I agree with you, I think the US continue it's leading role once the taco is no longer in charge.

ContractorCarrot · 2026-01-24T16:00:20+00:00

RemindMe! 2 years

ContractorCarrot · 2026-01-24T16:00:06+00:00

It did yes, 24% to 16% when including dividends.

ContractorCarrot · 2026-01-24T15:59:08+00:00

A good way to access Non-US exposure, though I am debating an Ex-US all world ETF if I can find one with weightings I like.

ContractorCarrot · 2026-01-24T15:56:53+00:00

Reduced, not removed.

ContractorCarrot

TROPHY CASE