@rickythesteadyinvestor: Would you rather invest in companies people WANT… or companies people NEED? 📈 SO I RAN ANOTHER EXPERIMENT. For 25 years, I compared two very different investing strategies: 🏗️ CYCLICAL STOCKS: Companies that tend to benefit when the economy is growing, including consumer discretionary, industrials, and materials. 🛒 DEFENSIVE STOCKS: Companies providing everyday essentials, including consumer staples, healthcare, and utilities. Here were the rules: 💰 $6,000 invested every year into each strategy 📅 2001–2025 📊 $150,000 invested per portfolio 🔄 Dividends reinvested. Never sold. During the 2008 financial crisis, defensive stocks pulled ahead. But over the full 25 years, the story changed. 🏆 Final portfolio values: 🛡️ Defensive: $589,000 🏗️ Cyclical: $732,000 📈 S&P 500: $833,000 Here’s what I find fascinating: Both cyclical AND defensive companies are already represented in the S&P 500. And in this experiment, the broader index outperformed both strategies. The takeaway? You don’t always have to predict which part of the economy will win to build long-term wealth. Sometimes diversification does the heavy lifting. 💬 Which would you rather own for the next 25 years: cyclical stocks, defensive stocks, or the S&P 500? 📩 Want more historical investing experiments and practical money strategies? Subscribe to my FREE Steady Investor newsletter through the Stan Store link in my bio. Stay Steady! 💙 Historical backtest using annual ETF total-return data. Results are approximate, before taxes and trading costs. Past performance does not guarantee future results. Educational purposes only. #TheSteadyInvestor #Investing #SP500 #StockMarket #PersonalFinance

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Saturday 10 October 2026 01:42:13 GMT