Investment Newsletter Using Spinoffs & Other Strategies To Beat The Market For 9 Straight Years Investment Newsletter Using Spinoffs & Other Strategies To Beat The Market For 9 Straight Years Investment Newsletter Using Spinoffs & Other Strategies To Beat The Market For 9 Straight Years Investment Newsletter Using Spinoffs & Other Strategies To Beat The Market For 9 Straight Years  
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Bear Market Portfolio Overview

Current Holdings
 

Average Return Of Recession-Resistant Industries During Bear Market of 2000-2003

Average Return Of Recession-Resistant Industries During Bear Market of 2000-2003


Performance of Our Bear Market Portfolio During Bear Market of 2008-2010

Performance of Our Bear Market Portfolio During Bear Market of 2008-2010

One certainty when investing is that the economy is cyclical. There will be boom times followed by slow-downs. It's not a matter of if the next recession will occur, it's a question of when.

Would you like to add stocks to your portfolio from industries that performed extremely well during the bear market of 2000-2003? We have targeted three industries whose returns averaged 69.3% during the 2000-2003 bear market. Over the same time period, the S&P 500 lost 33% of its value. The customers of these companies have strong loyalty and continued to exhibit this brand loyalty even during recessions. So think about adding some of the companies on the following page to your portfolio with the goal being to smooth out your portfolio's performance during an economic downturn similar to 2000-2003. Note that because there are only three industries represented in this portfolio, it is NOT a diversified portfolio and should only be used to flesh out a well-balanced portfolio comprised of various investments such as equities, government-issued debt, etc.

Performance Since Inception1

Total Return
Bear Market Portfolio:
201.3% 
S&P 500:
77.2%

Average Annual Return
 
Bear Market Portfolio:
12.1%
 
S&P 500:
6.1%
 

1Inception: May 2, 2005. Data last updatedJanuary 1, 2015

 

 

Current Holdings
 


 





 

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