Josh Brown: What Drives Your Portfolio Is What You're Invested In, Not Politics

On CNBC’s “Fast Money Halftime Report,” Josh Brown gave his thoughts on a Joe Biden presidency and on how the political backdrop doesn’t have to impact your portfolio.

• Josh Brown: You Could Make The Case That Biden Would Be Better At Getting The Virus Under Control
• Josh Brown: Markets And Market Reactions Don't Line Up Perfectly With A President's Agenda, Points Out That Markets Fell In Early Years Of 'Pro-Business' Reagan Administration
• Josh Brown: 'What's Really Going To Drive Your Portfolio Is What You're Invested In, Not The Political Backdrop'
• Josh Brown: Contactless Payment Stocks, Homebuilders Are Secular Winners Regardless Of Election, Bought PayPal PYPL

Square SQ and PayPal are popular names in the contactless payment industry. PulteGroup PHM is a popular name in the homebuilders' space.