Defensives

An update of earlier study identifying significant market declines and how well the so called defensive groups performed.

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Not all the groups Wall Street views as defensive are actually defensive. But others have functioned very well as down market protection.

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Does it make sense to buy the traditional “defensive” stocks in the later stages of a bull market? If upside potential is viewed as only 20%-25%, it may not make much sense at all. However, we think risk can be reduced without giving up much potential reward.

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