Trump's Fall Bond Portfolio Revealed: The Asset Allocation Secrets Behind $82 Million

According to documents disclosed by the U.S. Office of Government Ethics, Trump quietly completed a large-scale asset allocation over the past two months. From late August to early October, the former president invested over $82 million in various bond products, involving more than 175 transactions. What investment strategies are revealed behind this?

**Technology Chips as a Key Focus**

In this allocation, Trump showed a clear tilt toward the technology hardware sector. Chip manufacturers Broadcom and Qualcomm appeared on the investment list, both of which are pillars of the U.S. semiconductor industry. Additionally, tech giant Meta Platforms was also involved, indicating a demand for positioning in the digital economy leaders.

**Dual Focus on Traditional Consumer and Financial Sectors**

Beyond the tech sector, Trump's funds also flowed into traditional retail and financial fields. Consumer staples such as Home Depot and CVS Health received attention, while Wall Street giants Goldman Sachs and Morgan Stanley reflected participation in the financial ecosystem. This diversified allocation suggests a comprehensive bet on economic resilience.

**Considerations Behind Bond Selections**

Compared to direct stock investments, Trump's tilt toward corporate bonds and municipal bonds perhaps reflects an appreciation for fixed-income products in the current interest rate environment. Spanning multiple industries and diversifying risk, this investment strategy demonstrates prudent asset management.