defensive investing
Defensive Quality Across 11 Markets: What Works, What Doesn't, and Why We ran the same defensive quality screen across 16 global exchanges from 2000 to 2024. The signal: quality stocks in Consumer Defensive, Utilities, and Healthcare sectors, ranked by dividend yield. Contents 1. Method 2. The Results 3.
defensive investing
The Defensive Rotation Playbook: 9.80% CAGR and a Portfolio That Gains When Markets Fall When SPY dropped 26% in 2008, this portfolio lost 11%. When SPY dropped 21% in 2001, this portfolio lost 3%. When SPY dropped 15% in 2007, this portfolio lost 10%. And in 2000, when the
defensive investing
Defensive Quality in the UK: Best Sharpe Ratio in a 16-Exchange Study The UK result stands out on a single metric: Sharpe ratio of 0.666. That's the best risk-adjusted performance across 16 exchanges in our defensive quality study, including the US (0.608) and India (0.416)
defensive investing
Defensive Quality in India: 17.23% CAGR With a -6.61% Max Drawdown The best result in our 16-exchange defensive quality study wasn't the US. It was India. Contents 1. Method 2. Why India's Defensive Sectors Are Different 3. What We Found 4. Extraordinary risk-adjusted returns
value investing
The Canadian version of our P/E compression screen produced 8.75% annually from 2000 to 2025, beating the S&P 500 by 1.11% per year. That's fine. What's more interesting: during down markets, this strategy absorbed only 23.7% of the S&