Average Return Of Recession-Resistant
Industries During Bear Market of 2000-2003
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 non-cyclical 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 the next economic downturn.
Performance
Since Inception1
Total Return
Bear Market Portfolio:
29.6%
S&P 500:
21.7%
Average Annual
Return
Bear Market Portfolio:
9.0%
S&P 500:
6.7%
1Inception:
5/2/2005. Data last updated 05/03/2008.
Several
Buy & Sell Signals, Including Taking 181.9% Profit
On Energy Investment, 170.8% Gain On Insurance Co.
-- Average Gain Is 61.2% On All Eight Sell Signals