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To provide portfolio guidance, I'd need more context about your investment goals, risk tolerance and current holdings. However, given the current market trends and news, here are some key points to consider:

*Market Trends*

- *Tariffs and Trade Wars*: The ongoing trade tensions and tariffs imposed by the US, particularly under Trump's administration, may impact your portfolio's performance, especially if you hold stocks in industries affected by these policies, such as steel, aluminum, automobiles and solar panels.

- *Global Economic Uncertainty*: The uncertainty surrounding trade policies, economic growth and geopolitical tensions may lead to market volatility, making it essential to diversify your portfolio and consider hedging strategies.

*Investment Considerations*

- *Diversification*: Spread your investments across various asset classes, sectors and geographies to minimize risk.

- *Defensive Stocks*: Consider investing in defensive stocks, such as consumer staples or healthcare, which tend to perform relatively well during economic downturns.

- *Growth Stocks*: If you're willing to take on more risk, consider investing in growth stocks, such as technology or renewable energy, which may benefit from long-term trends.

*Specific Stocks to Watch*

- *Solar Panels*: The solar panel industry is experiencing significant changes due to tariffs and trade policies. Companies like Chinese solar panel manufacturers may be impacted by the 41% to 3,521% tariffs imposed by the US.

- *Automobiles*: The 25% tariff on automobiles and auto parts may affect companies like Ford, General Motors and Stellantis, which have significant operations in Canada and Mexico.

- *Steel and Aluminum*: Companies in the steel and aluminum industries may benefit from the tariffs imposed on imports, but may also face increased costs and supply chain disruptions ¹.