7 Best ETFs for Bear Markets & Recessions (Defensive)

[@OptimizedPortfolio]

ETFs start at 1:33 if you want to skip the preliminary discussion. Up to you. Do you own any "defensive" assets in your portfolio in preparation for bear markets?

[@abdulrahman31350]

Great video and great channel

[@OptimizedPortfolio]

Thanks!

[@prygler]

Health Care stocks, value stocks, medicin stocks, REIT, Inverse S&P500 ETF, gold stocks and uranium stocks are my "recession defensive portfolio" right now.

[@OptimizedPortfolio]

Thanks for sharing!

[@cmtphysiques]

TAIL has served me well, along with VGLT on days when the market steps in a hole and face-plants.

[@JohnDunkelberg]

Just looking at this at the end of June 2022, as I was curious about TAIL. TAIL is currently -2.26% YTD which is hugely better than the total stock marked (-20+%). I don't know if that really fits "pays out big in a major crash" though. And given that TAIL is -29% over the past 5 years... ouch.

[@cmtphysiques]

@@JohnDunkelberg I see TAIL as a tactical and not strategic hold. To have it in a bull-market like we saw up to just about 6 months ago, it was not a positive influence in anyone's portfolio. I added it in January myself, and have since removed it in favor of VTIP for the distributions I can re-invest in equities.

[@OptimizedPortfolio]

Thanks for sharing!

[@seanharrington4768]

Great Segment 👏👏

[@OptimizedPortfolio]

Thanks, Sean!

[@davebrown7208]

Great job!

[@OptimizedPortfolio]

Thanks, Dave!

[@Baron1975]

TLTW is the ultimate defensive high yeild ETF. BONDS WITH COVERED CALLS...

[@ideapowerfulweapon]

Gave some thought to a 100% equity in retirement using VDC, VHT & VTI (consumer staples, healthcare, total US stock) and just withdrawal from the one doing the best in downturns and rebalance at VTI highs. Issues were they were not immune at times to downturns. Also sectors change over time. Alot of healthcare is biotech & big pharma....would one call that defensive?

[@Frank020]

Yeah you are right. It can be a mixed bag. Depending on FDA approvals, and legislation regarding prices for meds. All in all it should be something people use like food.. especially with an aging population..I would say that its ups.are not so high and it's lows are not so low, but it is up and down in pharma/health care, also high tech affects..and debt ratios.

[@UtiliTerran]

I've always thought it's a good idea to have some allocation to intermediate and/or long term treasuries through something like VGIT or VGLT. I can also see the value of a little gold as 'dry powder' during a downturn, even if it's real expected return over the long term is 0, and I believe Hedgfundie mentioned a preference to utilities, but haven't used those myself.

[@OptimizedPortfolio]

Thanks for watching!

[@mikehenkes]

I will take VDC in my Roth over Bonds every single day. Back test a combo of 20% VDC 80% SPY vs 20% BND/ 80% SPY back to 2008 and tell me which one has more downside with a better returns...

[@OptimizedPortfolio]

VDC and bonds are 2 completely different things.

[@StockSpotlightPodcast]

VGIT!

[@OptimizedPortfolio]

🙌

[@radfaraf]

that TMF though!

[@OptimizedPortfolio]

Totally

[@someparts]

I have a feeling this video will be seeing more views soon. How do you feel about FDFAX?

[@OptimizedPortfolio]

It's a mutual fund for the Consumer Staples sector.

[@sleepinggiant575]

Is SH etf a waste if time ?

[@OptimizedPortfolio]

No one knows for sure.

[@infnity_in_trinity6034]

6 out of 7 ETF's LOST since you made this vid. Horrible advice! Better luck flipping a coin.

[@OptimizedPortfolio]

You must have misunderstood. Only 1 of these is an inverse equities ETF, which would move directly opposite the market. The point is that the others would be expected to fall LESS than the market, which I believe is true for all of them YTD, not that they'd be the inverse of it.