I don't think the reality has sunk in yet in the US think tank regarding the imminent disruption and public unrest due to the trade freeze. Shortages and inflation rising. US indices and 401(k)s are at significant risk. Select Indian stocks should outperform the imminent carnage.

The portfolio that survives with relative outperformance this year will be deemed bulletproof.

Time tested tweet since 2018. We win by elimination. Time to remove 50% now. Thought experiment coming next!