Buy Hold Sell: 5 defensives to arm portfolios against future falls - a podcast by Livewire Markets
from 2022-11-25T09:19:36
Since hitting a low in September, the S&P/ASX 200 has rebounded a whopping 12.3%. And while markets are typically forward-looking, there are still plenty of headwinds that could see our bourse head south.
So how can you protect your portfolio? Well, that's where defensives come in.
Defensive stocks typically belong to sectors where there is consistent demand for products or services throughout the economic cycle - such as supermarkets and food suppliers, utility providers, and the myriad of healthcare services. It also includes stocks with long-term track records of delivering consistent earnings in the face of the many challenges the market (and world) may throw at them.
In this episode, Bell Direct's Grady Wulff makes her Buy Hold Sell debut alongside Firetrail Investment's Blake Henricks and Blackmore Capital's Marcus Bogdan for their analysis of three defensive darlings.
Plus, they also name their top defensive pick to arm investors' portfolios against any future falls to come.
Note: This episode was filmed on Wednesday 23rd November 2022. You can read an edited transcript below:
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