One of the most frequently asked questions by investors following Trump’s election victory is: what sectors will do well? While much remains unknowable about Trump’s second term, his “promises made, promises kept” statement during his victory speech suggests not all is a mystery.

There comes a point in our lives where we are exposed to the thought or process of retiring. It could come one day when we open our annual superannuation statement.

The question, ‘my parents are cash-strapped, so why don’t they sell their house? ’ is a familiar topic of discussion among us, Gen X’ers, aged between 43 and 59 in 2024.

Our domestic large-cap funds have maintained an underweight position in the banks, and even though the Commonwealth Bank of Australia (ASX:CBA) was, for a time, our largest position, being underweight in the sector has cost relative performance thanks to the Commonwealth Bank of Australia’s share price rallying as much as 23 per cent year-to-date and 35 per cent last financial…