With market chaos we thought perhaps now would be a good time to take a graphical view of our defensive portfolio that we are building. Keep in mind that we are focused on a portfolio for the next decade and not too concerned about short term movements and we expect any market plunges to be opportunities to build on some of our positions so let’s take a look.
Our defensive portfolio contains stocks with criteria that they be value stocks, pay dividends, have options trading and we feel comfortable holding long term. The image above shows our bias toward pharmaceuticals and medical REITs because we have 60+ million boomers retiring over the next 8 years and and additional 12 million elderly reliant on hospitals and other medical providers.
We also included internet/telecomm stocks because that is a vital service that won’t go away anytime soon and Comcast and Verizon show staying power over the long haul.
As for transportation, we know people will continue to drive cars and insurance will be needed not just for cars and housing but other purposes as well. BHP rounds up our portfolio as it the key provider of raw materials for everything listed above. Virtually all of our portfolio is up during this market volatility since we entered our positions back in 2021 so we feel confident we are moving in the right direction.
We will include another batch of visual stocks in a future post but for now, do your own due diligence and stay tuned and stay solvent.
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