Tesla (TSLA) on Top Since Trump’s Election Victory
Earlier we provided a snapshot of asset class performance since Election Day using our key ETF matrix. Diving a little deeper, below is a look at the change in market cap across S&P 1500 sectors since Trump’s victory on 11/5. As shown, the Financials sector has thus far been the biggest beneficiary with a collective increase in market cap of $608.4 billion across all of its stocks. Technology ranks second with an increase of $434.9 billion, followed by Consumer Discretionary at $335 billion. On the flip side, two sectors have seen a decline in market cap since Trump won. Real Estate is down very marginally at $2.3 billion, while Health Care has seen its market cap drop by a much more significant $167.9 billion.
Below is a look at the individual stocks that have seen the biggest jump in market cap since Election Day. Is it any surprise that Elon Musk’s Tesla (TSLA) has seen by far the biggest jump at $283 billion? Behind Tesla is NVIDIA (NVDA) and Apple (AAPL) with respective gains of $160 billion and $77 billion, however, their share prices are up less than 3%. These two names are simply so big that the smallest moves now result in massive swings in market cap. Rounding out the top five are JP Morgan (JPM) with an increase of $66 billion and Berkshire Hathaway (BRK/B) at $58 billion.
In addition to these five big winners, other notables on the list include names like Netflix (NFLX), Walmart (WMT), Disney (DIS), Blackstone (BX), Costco (COST), Charles Schwab (SCHW), and Interactive Brokers (IBKR).
Below is a list of the biggest winners by percentage change since Election Day. The two best performers remain the two private prison stocks — GEO Group (GEO) and CoreCivic (CXW). Other interesting names on the list of biggest post-Election winners include United Fire (UFCS), Grocery Outlet (GO) and Hertz (HTZ).
CLICK HERE to learn about Bespoke’s 2025 Stock Market Summer Camps for students looking to learn the basics of the stock market and investing.
Asset Class/Key ETF Performance Since Election Day 2024
We’re just under three weeks past Election Day 2024 and below is an updated look at the performance of various asset classes since then using our key ETF matrix.
While it may feel like the stock market has gone gangbusters since the close on 11/5, the S&P 500 ETF (SPY) is up just over 3%, while the mega-cap Tech-heavy Nasdaq 100 (QQQ) is up even less at 2.5%.
Both growth and value ETFs are up similar amounts, while currency ETFs like FXB, FXE, and FXY are all down more than 2% as the dollar has rallied.
Looking at sectors, Financials (XLF) is up the most with a gain of 8.3% followed closely by Energy (XLE) at +8.04%. Consumer Discretionary (XLY) ranks as the third best sector since 11/5 with a gain of 7.5%. On the downside, Health Care (XLV) is solidly in the red with a drop of 2.4%, and while it’s not one of the eleven major sectors, the semis ETF (SMH) is also down 1.7%.
It has been quite the bloodbath in international stocks since Trump’s victory on 11/5. Five of the major country ETFs are down more than 6%: China (MCHI), Hong Kong (EWH), France (EWQ), Italy (EWI), and Spain (EWP). Israel (EIS) is one of the few country ETFs that has gained along with Australia (EWA) and Canada (EWC).
We’ve seen some divergence between commodity ETFs since Election Day. The agriculture ETF (DBA) and natural gas (UNG) are both up solidly, but gold (GLD), silver (SLV), and oil (USO) are all in the red.
Bespoke’s Stock Market Camp — 2025 Dates
Bespoke’s Stock Market Camp is back for 2025! Reserve a student’s spot with a $100 deposit today.
If you or any of your friends or colleagues have children, grandchildren, nieces, or nephews, please take note!
Here at Bespoke we’ve been following the stock market 24/7 for more than two decades, so based on the “10,000 hour” rule, we can confidently say that we are market “pros”.
At the same time, traditional education across grades K-12 doesn’t focus on the stock market, investing, and how it all works.
For years, we’ve thought about addressing the “stock market literacy gap” for students across the country. Now, we’ve come up with a plan!
We have two one-week camps currently planned for students during Summer 2025: June 23-27 and July 21-25
Bespoke’s Stock Market Camp runs for five days from Monday-Friday with each live Zoom class lasting roughly 75 minutes. Camp is fun, engaging, and interactive, and by the end of the week, students will have a basic understanding of how the stock market and investing works! If a live class is missed, recordings are available.
We don’t have to tell you how valuable knowing this information at a young age can be! Instead of kids playing video games, scrolling through TikTok, or messing around on Snapchat, we think our five-day Stock Market Camp will pay major dividends down the road!
LOCK IN A SPOT FOR ONE OF OUR 2025 BESPOKE STOCK MARKET CAMPS TODAY!
We are taking deposits of $100 to reserve spots in one of our two 2025 Camp weeks today. Two weeks prior to the start of camp, we’ll reach out for attendance confirmation and the remaining payment of $395.
You don’t have to choose which of the two camp weeks your student would like to attend when you reserve your spot now. Simply reserve your spot and we’ll be in touch in the weeks and months ahead.
RESERVE A 2025 BESPOKE STOCK MARKET CAMP SPOT TODAY!
Please reach out if you have any questions about Bespoke’s Stock Market Camps! The camp is for informational and educational purposes only, and there will be no investment advice or recommendations provided. All discussions will be impersonal and historical in nature. There will be no forward-looking analysis or discussions.