3 Leading Picks To Ride Through The Midterm Election Volatility

JD Henning Investing Group Leader Follow Summary Harley-Davidson (HOG), Dorchester Minerals (DMLP), and DHT Holdings (DHT) are highlighted as top portfolio picks amid September and midterm election volatility. HOG benefits from strong institutional accumulation, consecutive earnings beats, rising EPS, and aggressive buybacks, though outperformance may moderate after a 48% six-month gain. DMLP leverages CFO insider buying, robust YTD returns, and dollar weakness, with high dividends and accumulation supporting its defensive appeal in volatile markets. DHT is positioned for momentum breakout as energy prices spike, supported by strong buy ratings, high dividends, low debt, and favorable sector signals. These selection draw from different portfolio strategies in the peer-reviewed literature shown to outperform major benchmarks in over 9 years of live testing on Seeking Alpha. This idea was discussed in more depth with members of my private investing community, Value & Momentum Breakouts. Learn More » Arsen Volkov/iStock via Getty Images Introduction This article highlights 3 different portfolio selections that may perform well from our active portfolios in this challenging period with looming rate hikes, rising energy costs, September seasonality, and Treasury bond interventions. So far 22 weeks out of 37 This article was written by JD Henning 19.94K Followers Follow JD Henning is a Finance PhD, MBA, investment adviser, fraud examiner and certified anti-money laundering specialist with more than 30 years trading and investing stocks and other securities. JD runs Value & Momentum Breakouts where he identifies identify breakout signals and breakdown warnings using technical and fundamental analysis. Signals from his proprietary Momentum Gauges® not only alert subscribers of market changes, but the strength of markets for short term breakouts or breakdown warnings across 11 different sectors. Top stock and ETF selections use technical and fundamental systems in proven financial studies. Value & Momentum Breakouts is the place to build your own optimal portfolio mix with a community of like-minded investors and traders. Features include a Premium Portfolio, bull/bear ETF strategy, morning updates and an active chat room. Learn more. Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. 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.