Are fears of Trump’s tariff negotiations driving our investment strategy in the wrong direction?

In light of everything going on, I’d like to pose a question: could our views on Trump’s tariff negotiations be subtly shaping our portfolio decisions, potentially harming our returns? Specifically, might fear of certain trade policies prompt us to sell off holdings in sectors like manufacturing, tech, or retail prematurely, driven more by political apprehension than by fundamental analysis? I’ve noticed some investors divesting or avoiding stocks based on concerns over tariff outcomes rather than broader market signals. What’s your take? Have you seen fear of Trump’s trade policies trigger sell-offs or influence allocations, and how do you stay objective?