When the banks win, he wins.

Welcome to our weekly look at the Obama Portfoli-O: if you’re a regular reader, skip directly to the update on Page 3. To play the new TBM exclusive Jim Cramer's Crashteroids game, click here.

Hope, solidarity, better health care, and a new place for America in the world. These are some of the aspirations America has for the Obama presidency, but if you turn to the personal finance gurus you'll find another aspiration-the making of a quick buck.

From the latest green startup to a major infrastructure play, stock soothsayers from all realms of personal finance have been compiling "Obama portfolios," since before the election result was even known. These are collections of companies from sectors that will benefit from the administration's policies, these analysts say-often because there might be a direct government subsidy dangled in front of the sector.

Builders, agriculture companies, health care providers, and solar energy panel manufacturers all made the cut. Kiplinger's offered Vestas Wind Systems (VWS on the Copenhagen stock exchange), the world's leading supplier of wind turbines. Time listed publicly traded hospital company Community Health Systems (CYH). Yahoo Finance andCNNMoney.com reported on the Obama portfolios of other analysts, touting such stocks as Potash Corp. (POT) and Vulcan Materials (VMC).

Does stock-picking based on policy perceptions work? The evidence suggests not. Remember Bill Clinton's 1992 presidential platform? There was a lot there for infrastructure then, too, as well as other "human capital" investments. But then the administration tacked right, deciding to fight the deficit. Later, Clinton entered into various coalitions with Republicans that probably benefitted the V-chip maker and the school uniform tailor over the cement mixer.