How I Recession – Proofed My Retirement Portfolio

How I Recession – Proofed My Retirement Portfolio

Posted On March 25, 2019 9:29 am

Find out how I’ve been preparing for the next recession, which is now likely next year. Specifically, find out what my bunker retirement portfolio looks like, and what my plans are for the next year, in terms of deploying my savings/dividends during a time when stocks are liking to be falling significantly.


  • I’ve spent the last four months diligently paying down margin and de-risking my retirement portfolio.
  • Using steadily improving watchlists (now featuring proprietary quality scores) I’ve focused entirely on blue-chip and SWAN stocks.
  • I used the strongest YTD market rally in 32 years to sell off riskier holdings, eliminate margin entirely, and start buying ultra-value SWAN stocks.
  • On March 22nd, the “banker’s yield curve” inverted, officially starting the recession countdown at nine to 16 months, meaning an economic contraction is likely to begin between December 2019 and July 2020.
  • I’m now hunkered down in my bunker portfolio and plan to put all savings/dividends into long-term Treasuries until the S&P 500 officially enters bear market territory when I’ll sell bonds to buy ultra-value SWAN stocks.

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Photo: “Scrabble – Retire and Wealth” by American Advisors Group (AAG) is licensed under CC BY-SA

About author

Dividend Sensei
Dividend Sensei

I'm an Army veteran and former energy dividend writer for The Motley Fool. I'm a proud co-founder of Wide Moat Research, Dividend Kings, and the Intelligent Dividend Investor. My work can be found on Seeking Alpha, Dividend Kings, iREIT, and the Intelligent Dividend Investor. My goal is to help all people learn how to harness the awesome power of dividend growth investing to achieve their financial dreams and enrich their lives. With 24 years of investing experience, I've learned what works and more importantly, what doesn't, when it comes to building long-term wealth and income streams and achieving long-term financial goals.

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