Investing in these stocks remains a sound decision, regardless of who assumes the presidency.

The upcoming U.S. presidential election between Donald Trump and Kamala Harris is causing market uncertainty, with some analysts predicting potential setbacks for companies with successful business models. However, it's important to note that these setbacks may not lead to a complete crash for these companies.

In the defense sector, companies like Lockheed Martin (U.S.) and Rheinmetall (Germany) are expected to benefit from the election's outcome, as global defense spending is projected to increase, regardless of the next U.S. president.

Meanwhile, in the healthcare industry, Novo Nordisk and Eli Lilly are riding a wave of success due to their weight loss injections Wegovy and Zepbound, respectively. Zepbound, if approved by the U.S. FDA at the beginning of next year, could potentially be used to treat sleep apnea.

In a surprising turn of events, Donald Trump won the 2024 US presidential election and started his second term in January 2025. A Trump victory is expected by him and some analysts to potentially lead to a stock market rally, especially benefiting economic sectors favored by his policies like banking. However, Trump warned that a Kamala Harris win could cause a market crash and economic downturn.

Regardless of the election's outcome, the focus for investors remains on the company itself. In uncertain times, the Aktien für die Ewigkeit Index from BÖRSE ONLINE has proven to perform well.

The AI giant, Nvidia, is experiencing a correction but has increased its revenues by 122.4% year-over-year in the second quarter. Over the past five years, Nvidia's stock has gained an impressive 2,200%. The current dip in Nvidia's stock could present an opportunity for investors, regardless of the election.

It's worth noting that the CEO and majority shareholder of the publisher Boersenmedien AG, Mr. Bernd Förtsch, and the board member, Mr. Leon Müller, have positions in Nvidia. Boersenmedien AG, which has developed an index and holds the rights to it, has a cooperation agreement with the issuer of the displayed securities, granting the issuer a license to use the index. In this context, Boersenmedien AG receives payments from the issuer.

Presidential elections have a limited impact on long-term stock performance. In the long run, it's the company's performance, innovation, and resilience that matter most to investors.

Disclosure: The author holds positions in Eli Lilly.