Tariff Chaos = Opportunity: 2 Stocks Worth Buying

Mar. 10, 2025 10:52 PM ET, , , , , , , , , , , , 10 Comments
Millennial Dividends
7.68K Followers
(17min)

Summary

  • Trump's ping-pong tariff policies are causing market volatility, with investors disposing of US stocks.
  • Amidst the uncertainty, I am tactically rotating my portfolio, accumulating cash, and deploying to best risk/reward opportunities.
  • I don't take political sides, but I see the kicked-off trade war against the closest US allies as detrimental to US GDP growth.
  • In this article, I show you two mega-cap businesses that are worth accumulating in this uncertain environment.
  • I am buying both equities, for my personal portfolio.

Money Saving Graph

J Studios

If there is one thing that Wall Street doesn't like, it's uncertainty.

The back-and-forth of Trump's tariff announcements is unnerving investors, including myself, with policy direction changing almost every day, creating confusion and not the relief we were hoping for.

This article was written by

7.68K Followers
I’m a Financial Analyst at a Fortune 500 company, investing with a long runway—30 years to retirement and plenty of compounding ahead. I write about building a thoughtful portfolio that balances strong growth potential with solid fundamentals. My focus is on high-quality businesses, mostly in the U.S. and Europe—companies with staying power, industry-leading profitability, low leverage, and room to grow. I’m especially interested in portfolio strategy, capital allocation, and what makes a business truly worth holding for the long haul. Investing, for me, is about more than just returns—it’s a way to challenge my thinking, stay curious, and move steadily toward financial independence.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of META, AMZN, MSFT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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