Key Points:
Johnson & Johnson has spun out a portion of its consumer brands division
Stable, predictable brands should thrive as the economy decelerates
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A good investment strategy is a lot like a championship-winning sports team: you need a great offense and a great defense. With investing, the concept of defense can often be complicated. Just look at the 60/40 portfolio (60% stocks and 40% bonds), which many investors relied upon for decades as an offense/defense strategy. The uncomfortable truth arose last year as investors had to be reminded that there is no inherent relationship that requires bonds to go up when stocks go down. In fact, we are in the type of environment where it is likely that both can go down at the same time.
Nobody really knows with certainty where the market will go. Rather than time the market, investors could allocate at least 20% to a strategy that is designed to thrive over the long-term in both bear and bull markets by playing both offense and defense in the same portfolio.
Nobody really knows with certainty where the market will go. Rather than time the market, investors could allocate at least 20% to a strategy that is designed to thrive over the long-term in both bear and bull markets by playing both offense and defense in the same portfolio.
If your investment portfolio feels derailed this year, you are not alone. Few investments are holding up well. For 2022 year-to-date, stocks are in bear market territory and bonds are close. Even the historically safer 60/40 stock/bond portfolio is close to bear market territory.
We’ve lived this movie before. Last August, AAII bullish sentiment struck a 52-week high right before the Fed launched its September rate cutting cycle.
The HANDLS Indexes Monthly Income Report for May 2025 underscores notable recoveries across sectors, propelled by easing tariff and trade uncertainties.
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