Average Return Of Recession-Resistant
Industries During Bear Market of 2000-2003
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 updatedDecember 15, 2017
Video Update: High-Yield Stock Portfolio: +22.53% Per Year, Dividend-Growth Stock Portfolio: +19.57% Per Year - 25 Best Dividend-Growth Stocks - Research Update 180
Happy Memorial Day to everyone, especially to my fellow veterans. Thank you for your service! The market is closed today, so we’ll post our list of weekly investments on Tuesday instead of Monday.
05/19/2025
Dividend-Growth Stock Portfolio: Weekly Investments (as featured on YouTube)
