One of the most common questions I've been asked what are the best investments to protect your portfolio in a recession.
In other words, recession proofing.
You see its very common to hear about certain sectors of the stock market that are meant to be recession proof. like the value sector. These are like Consumer Staples, industrials, utilities etc.
These sectors are commonly known to be defensive investments, and that are represented by well known ETFs, which are heavily favoured amongst conservative investors for their healthy dividend yields.
But Then you also have other options like short duration bonds or bond ETFs that take advantage of high interest rates in a recession to provide steady and consistent cash flow.
Now there's also high Dividend yield etfs, like covered call ETFs that use a covered call strategy on their underlying holdings to provide extremely high dividend yields to investors as a source of income and stability, upwards of 10 to 12%.
What if I told you that one of these options is actually not as good as you thought it was, and may have many investors fooled.
What many people don't realize is that certain investments can sometimes correlate with a completely separate set indicators or sectors of the markets, a relation that is almost hidden until you do some digging.
And these hidden relations can wreak havoc on a portfolios returns in a recessionary environment, without investor's really Knowing about it. Which is very dangerous.
So understanding the relations can sometimes present opportunities, or provide clues to investors about the future prospects of an investment, and all you really have to do is connect the dots.
This is where things get really interesting.
In this video I go over a very popular Value sector of the markets that is heavily impacted by rising interest rates, and how we can use future interest rates and bond yields to potentially determine the future performance of the Sector.
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DISCLAIMERS & DISCLOSURES:
This content is for education and entertainment purposes only. Viktoriya is not a financial advisor and does not provide any financial, tax or investment advice. The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves, risk, including the possible loss of principal.
THUMBNAILS are created only for entertainment purposes, and act as art. They are NOT a direct quote from any financial/public figure.
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The Intelligent Investor:
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The Simple Path to Wealth:
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THE OPTION WHEEL STRATEGY: (If you want to learn about the MOST POWERFUL TRADING STRATEGY IN THE WORLD!!!)
https://amzn.to/4046nFf
COVERED CALLS for BEGINNERS:
https://amzn.to/42IsXoX
Investing for Dummies:
Original - https://amzn.to/3Ju9bVc
9-in-1 Books- https://amzn.to/3FGu3r3
Rich Dad Poor Dad:
https://amzn.to/40qLzYw
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In other words, recession proofing.
You see its very common to hear about certain sectors of the stock market that are meant to be recession proof. like the value sector. These are like Consumer Staples, industrials, utilities etc.
These sectors are commonly known to be defensive investments, and that are represented by well known ETFs, which are heavily favoured amongst conservative investors for their healthy dividend yields.
But Then you also have other options like short duration bonds or bond ETFs that take advantage of high interest rates in a recession to provide steady and consistent cash flow.
Now there's also high Dividend yield etfs, like covered call ETFs that use a covered call strategy on their underlying holdings to provide extremely high dividend yields to investors as a source of income and stability, upwards of 10 to 12%.
What if I told you that one of these options is actually not as good as you thought it was, and may have many investors fooled.
What many people don't realize is that certain investments can sometimes correlate with a completely separate set indicators or sectors of the markets, a relation that is almost hidden until you do some digging.
And these hidden relations can wreak havoc on a portfolios returns in a recessionary environment, without investor's really Knowing about it. Which is very dangerous.
So understanding the relations can sometimes present opportunities, or provide clues to investors about the future prospects of an investment, and all you really have to do is connect the dots.
This is where things get really interesting.
In this video I go over a very popular Value sector of the markets that is heavily impacted by rising interest rates, and how we can use future interest rates and bond yields to potentially determine the future performance of the Sector.
SEEKING ALPHA LINK for $50 OFF & a 7 Day FREE TRIAL
https://seekingalpha.me/ViktoriyaMedia
KOYFIN LINK for 20% OFF!
https://www.koyfin.com/affiliate/viktoriyas/?via=viktoriya
I partnered with EKSTER to give you guys an exclusive DISCOUNT!
ENJOY up to 25% OFF using my code:
VIKTORIYA
or using the link down below:
https://shop.ekster.com/viktoriyamedia
DISCLAIMERS & DISCLOSURES:
This content is for education and entertainment purposes only. Viktoriya is not a financial advisor and does not provide any financial, tax or investment advice. The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves, risk, including the possible loss of principal.
THUMBNAILS are created only for entertainment purposes, and act as art. They are NOT a direct quote from any financial/public figure.
Below you will find links that will allow you to find items mentioned on my channel and receive free trials, perks and discounts. I may get a small commission at no cost to you.
ETSY SHOP: T-Shirts & Digital Planners (Designed by me)
https://www.etsy.com/ca/shop/VMediaShop?ref=simple-shop-header-name&listing_id=1439180506
LINKS to my online brokerage accounts are HERE:
WEALTH SIMPLE ( EARN UP TO $3000 WHEN YOU USE THIS LINK)
https://my.wealthsimple.com/app/public/trade-referral-signup?code=GZG74W
INTERACTIVE BROKERS ( EARN UP TO $1000 IN IBKR STOCK (Interactive Brokers Stock))
LINK:
https://ibkr.com/referral/viktoriya195
LINKS TO FINANCIAL LITERACY BOOKS MUST READ!
Becoming Your Own Banker:
https://amzn.to/3n7lqzw
The Intelligent Investor:
https://amzn.to/3FFPzMG
The Simple Path to Wealth:
https://amzn.to/40nRQnN
THE OPTION WHEEL STRATEGY: (If you want to learn about the MOST POWERFUL TRADING STRATEGY IN THE WORLD!!!)
https://amzn.to/4046nFf
COVERED CALLS for BEGINNERS:
https://amzn.to/42IsXoX
Investing for Dummies:
Original - https://amzn.to/3Ju9bVc
9-in-1 Books- https://amzn.to/3FGu3r3
Rich Dad Poor Dad:
https://amzn.to/40qLzYw
LINKS TO RESOURCES & MY EQUIPMENT:
Get 1 month FREE to Epidemic Sounds, where I find all of the sound tracks for my videos!
https://share.epidemicsound.com/o2qwz0
CANVA: I create thumbnails & ALL marketing material with Canva
https://partner.canva.com/c/3898670/647168/10068
Tubebuddy: for SEO
https://www.tubebuddy.com/ViktoriyaReviews
MY EQUIPMENT:
CANON EOS RP Mirrorless Camera:
https://amzn.to/3LKGmXg
CANON 24-105mm f/4 LENS
https://amzn.to/42sqLSa
CANON LENS Adaptor:
https://amzn.to/3JVhWZY
Microphone:
https://amzn.to/40rn3qg
TRIPOD:
https://amzn.to/42xbwHO
LED Lights:
https://amzn.to/3TAE7Yz
LG 29" ULTRA WIDE Monitor:
https://amzn.to/3lv6L0y
14" Portable Monitor :
https://amzn.to/3TOeYdb
Apple Magic Track Pad:
https://amzn.to/3yXu1Yk
Apple Magic Keyboard:
https://amzn.to/3JXEOYH
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