What would a Trump win in November mean for your portfolio?

I had a lot of fun with this one.

I spoke to more than a dozen investors, all Republicans, and the responses I received were as varied as they were interesting.

Of course, the knee jerk reaction was to recommend concrete stocks, as Donald Trump has promised to build a 2,000 mile, 20 foot high wall along the Mexican border.

That won’t work because Trump is going to get the Mexicans to pay for the wall. So that means the business will go to Mexican cement companies, if there is such a thing.

How about airlines to transport 11 million deportees back to their home countries? Nope. These would all be one-way trips, and the planes would have to return empty. What kind of business model is that?

Of course, I had to start with the assumption that Donald Trump would steamroller his few remaining competitors and grab his party’s nomination in Cleveland in July.

I bet the city fathers there are certainly having second thoughts about hosting the event. They could well see their city burn down, much like Chicago did in 1968 (I missed that one, as I was in an East Berlin jail at the time).

A Trump win in November is not impossible. He could motivate tens of millions of angry, underemployed, gun toting blue-collar workers, while preventing traditional loyal moderate Republicans from staying home. Add that to a low Democratic turn out, and he just might pull it off.

This is an easy call to make. Expect a dramatic roll back of the leftward policies the country has adopted over the last seven years, and a sudden, drastic lurch to the right. The lists of winners and losers are huge.

In fact, if you look at the charts below, many of the stocks I am suggesting have already started to discount a conservative win.

It is hard to imagine big oil companies not being the biggest winners from a Trump win. American oil imports from the Middle East will accelerate, where the industry earns 80% of its profits.