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The stock market rally that started so strong this morning as Democrats, surprisingly, rode to victory in both Georgia Senate races, took a big step backwards as the day wore on with scenes of rioters roaming the hall of Congress in an effort to overturn the November election.

But the early action gives me a good idea of the thinking of investors and traders as they contemplate not just a Biden Presidency, but Democratic control of both chambers of Congress and the White House. This morning investors and traders were looking to get out in front of a Biden administration agenda, now with the potential to be enacted, that includes more coronavirus stimulus, a new effort to rebuild the country’s infrastructure, and big programs on renewable energy and to combat global warming.

To add to my own positioning on these efforts, as quickly as possible, I’m adding shares of the Vance Lowe Carbon Energy ETF (SMOG) to my Jubak Picks Portfolio tomorrow.

The Standard & Poor’s 500 closed today ahead by 0.57% and the Dow Jones Industrial Average finished up 1.44%.

Earlier in the day, when all the market was reacting to was the Democratic victories in Georgia, the indexes were up more strongly–by 1.17% and 1.72%, respectively, at 2:30 p.m. New York time.

Look at the action in these stocks.

Lithium producers Albemarle (ALB) and SQM (SQM) were up 8.12% and 7.18%, respectively, because lithium is a key material in rechargeable batteries.

Residential solar giant SunRun (RUN) was up 15.13% and solar interface makers Enphase (ENPH) and SolarEdge Technologies (SEDG) were ahead 12.65% and 11.69%.respectively.

Vulcan Materials (VMC), a big producer of construction aggregates, was higher by 9.32%

And SMOG, the VanEck Low Carbon Energy ETF (SMOG) was up 5.69%.

By the time the markets had closed, with reports that the Senate and House had both been evacuated and with pictures showing a rioter sitting at the Speaker’s desk in the House chambers adding a certain sense of “unease” to sentiment, the SMOG ETF had fallen back to a gain of just 3.65%.

Which is where I will buy it tomorrow for my Jubak Picks Portfolio. On the strong belief that Joe Biden will be inaugurated as President on January 20 and that Democrats will have control of Congress–with, to be sure, very thin majorities.

My target price is $216.

This is a relatively concentrated portfolio that owns Vestas Wind Systems, Nio, Tesla, Enphase, Albemarle, SolarEdge, SunRun, and Siemens Gamesa.

I already own Albemarle, SQM, Vulcan Materials, and Vestas in my online portfolios.

I own Ablemarle, SolarEdge, and the SMOG ETF in my personal portfolios.