The political tide here seems to be favoring the president if you look at polls.

NPR: Slate's Politics: State of the Union Specifics

For example, if you have been favoring more economically sensitive stocks (examples include Wyndham Worldwide ( WYN) and CB Richard Ellis ( CBG)), you may want to look at less economically sensitive stocks (examples include General Mills ( GIS) and Clorox ( CLX)).

FORBES: Greek Tragedy Or "Sell In May" Rule

S. Census Bureau to create an interesting way to determine whether you and your neighbors may be favoring economic policies that might actually turn out not to be the best thing for you.

FORBES: It May Not Be 'The Economy, Stupid'-Americans Might Favor Social Issues Over Their Pocketbooks

If you are predisposed to favoring more oil and gas production in the U.S., there's a silver lining.

FORBES: Open the Spigots

You can, however, follow a more conservative strategy by reducing your exposure to higher beta stocks and favoring lower beta stocks.

FORBES: Greek Tragedy Or "Sell In May" Rule