It was early September in Luray, Virginia.

“Wow,” my sister said as we drove through rural North Carolina and Virginia on our way to see the Luray Caverns.

Infrastructure Spending
Image source: born1945 – Flickr

The countryside in Virginia is beautiful with its rolling hills and tall trees still deep green before that first touch of fall. And the caverns are breathtaking in their otherworldly beauty.

But that’s not what drew the “wow” comment from my sister who was on vacation, visiting me from overseas.

It was the seemingly endless sea of Trump/Pence signs that we saw as we drove through the countryside.

In every yard and field were signs indicating that the media and polls were on the wrong track when it came to predicting the result of the presidential election. Some signs were massive, billboard size that had been put up by farmers.

After months of campaigning, debates and media furor, we know the result of the national polling. Donald J. Trump is the new president-elect and he’ll take office on January 20, 2017.

Now, as investors, we have to keep our emotions and politics out of our decisions. Our goal is always to make money when we see an opportunity.

And that’s what I’m going to focus on today … the opportunity for investors in a Donald Trump stock market.

Rebuilding America’s Infrastructure

Earlier this year, I wrote two articles when Trump was first coming to prominence as the Republican nominee for president. In those articles, I told you that infrastructure was one area that you should consider for investment to benefit from a Trump presidency. That’s because Trump promised in his official platform to spend $1 trillion on infrastructure.

And if you followed my suggestion and invested in the Industrial Select Sector SPDR ETF (NYSE Arca: XLI), you would be up 13% today compared to the S&P 500’s gain of only 8% during the same time frame.

In fact, that exchange-traded fund (ETF) surged higher yesterday by over 3% upon confirmation of Trump’s victory in the election.

Trump even made special mention of infrastructure in his victory speech yesterday: “We are going to fix our inner cities and rebuild our highways, bridges, tunnels, airports, schools, hospitals. We’re going to rebuild our infrastructure, which will become, by the way, second to none. And we will put millions of our people to work as we rebuild it.”

I believe this ETF will keep rising as more investors focus on Trump’s plan to spend $1 trillion on U.S. infrastructure projects such as the construction of roads, bridges, airports, public buildings, etc.

A New Energy

Another area that’s likely to benefit from Trump’s presidency is energy.

Trump’s official platform states he wants to create 500,000 jobs per year, generating $30 billion in higher wages and cheaper energy prices.

And he plans to do that by passing laws that “…encourage the use of natural gas and other American energy resources that will both reduce emissions but also reduce the price of energy and increase our economic output.”

That means you can expect the stock prices of most energy companies to go up over the next few years, as Trump’s policies benefit them … and push their revenues and profits higher.

Energy stocks surged higher by nearly 2% yesterday as investors prepare themselves for Trump’s energy policies.

To get in on this trade, you can buy the Vanguard Energy ETF (NYSE Arca: VDE) for wide exposure to the energy sector, which will benefit from Trump’s policies.

This ETF features major oil and gas exploration and production companies such as Exxon and Chevron. It also has significant exposure to companies that provide services to the oil and gas exploration industry through companies such as Schlumberger and Halliburton.

One last note: This ETF pays a nice dividend with a current yield of 2.67%.

In my monthly newsletter, Profits Unlimited, there are a number of companies that are also going to benefit from Trump’s policies that benefit infrastructure and energy, as spending in these areas will use the Internet of Things technology to increase the safety and efficiency of everything from roads to bridges to oil rigs. These companies are going to be boosted by even faster, bigger growth as a result of Trump’s policies … and their stocks surged higher by as much as 13% on Wednesday as a result.