By: Dividend Sensei
The 2022 bear market rages on, with the 3rd worst start to the year for stocks in history.
Growth stocks are getting wrecked but low volatility, high-yield blue-chips offer a shelter in the storm.
These nine high-yield blue-chips create a perfectly balanced and diversified portfolio that’s up 3% this year, outperforming the Nasdaq by 25%.
They offer aristocrat-level safety and quality, are 14% undervalued, yield a very safe 4.5%, and analysts expect market-beating returns for decades to come (they’ve beaten the market by 4% annually for the last 25 years).
These high-yield blue-chips are so low volatility that they fell 20% less than the market during the Great Recession, matching a 60/40’s defensiveness. That makes them a great option for helping you sleep well at night in these troubled times.
With just low cost ETFs you can turn these high-yield low volatility blue-chips into a Ultra SWAN recession-optimized retirement portfolio that can potentially help the typical retired couple
- generate an extra $555K in inflation-adjusted retirement income over 30 years compared to a 60/40 retirement portfolio
- deliver over $1.4 million more inflation-adjusted wealth over 30 years than a 60/40 retirement portfolio
- turn $510,000 in average retirement savings into $3.4 million inflation-adjusted wealth after 30 years more than a 60/40 retirement portfolio
- it fell just 13% during the Great Recession vs 31% for a 60/40 and 51% for the S&P 500