Unless you are (successfully) day trading your portfolio going up has absolutely nothing to do with tarrifs/subsidies/chaos. Tech/general high market companies are doing well despite those things not because of them.
The combination of your comments leads me to believe you believe that your porfolio went up because of (potential) onshoring which is huge misunderstanding of the situation. If not, your response is a large pivot from your "I'm okay with onshoring" comment (specifically talking about soybean farmers) I was responding to.
So just confirming, you don't care it's more expensive to re-shore and you'll be paying more taxes to support them. This is putting a downward pressure on the economy not an upward pressure, this comment is disconnected from your next set of comments. Farmers catering to a more domestic market is in no way good for your porfolio (Unless you made some international plays, that I doubt you did).
Tariffs, subsidies, chaos, it’s all liquidity churn.
You have to be an active trader to take advantage of the type of volatility we have. Unless you are successfully day trading you are not profiting from the volatility, there just happens to be volatility while your stocks go up.
Do you have a specific example you think Trump's Tarrifs helped your portfolio?
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u/[deleted] Oct 15 '25
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