A driver for an independent contractor wears a protective mask while operating a delivery truck to delivery N95 respirator masks outside a United Parcel Service Inc. (UPS) Ground sorting facility in Louisville, Kentucky, U.S., on Monday, April 13, 2020.

Luke Sharrett | Bloomberg | Getty Images

Tom Lee said on Tuesday that investors might be too heavily skewed toward growth and defensive names.
Instead, they should add exposure to stocks that will benefit from a robust U.S. economic recovery.

Although forecasters are widely predicting strong gross domestic product growth, the co-founder of Fundstrat Global Advisors said on “Closing Bell” he feels investors’ portfolios can be better positioned to capture it.

“I think there’s a demand surprise that’s being communicated through the commodity prices surging,” Lee said, such as lumber for housing. “I think oil is hinting that there’s going to be quite a big consumer recovery, too, so I actually think it’s a bullish sign.”

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