JNJ
Johnson & Johnson
stock NYSE

Looking for dividend stocks, where it’s great companies that have been sloppy like UNH, UPS and JNJ
I currently have many stocks with high PE and I’d rather invest in dividend stocks currently thats quite defensive etc looking forward
Bought WM, PEP, UNH, Medtronic, JNJ lately
I don’t have any stocks that’s into logistics and delivery
I’m only invest in stocks I wanna hold for 7+ years

Yes, depending on the price: JNJ, KO, BAC are good places to park, IMO.

For a fee. I inherited some JNJ, but told them to transfer in kind to my Schwab because of all the fees and so hard to do anything.

>Look at SO, JNJ, HD, VZ, IR, GLW, CSX, UPS, Nucor,
One thing to keep in mind companies do occationally go bankrupt sudden ly. And if that happens you loose everything in the stock. With dividned ETFs it is harder to loose everything. If a fund has to stop operations its assets are liquidated and all of that money is returned to investors. So you will get some of the money back. And there are good dividned ETF that do increase their dividend over time. But also keep in mind that if you spend only 80 % of your income and then reinvest the rest you will grow your income even if the ETF is not able to increase its dividend.
All of your other comments are however correct.

I think UNH is a buy. Even if eps is cut in half they still trade around 22x. I think it could bottom out to $260 which is where I would be buying but l think its reasonable to put a price target of $375 over the next 24 months after this report. They do have some margin compression but its fixable. They have a great balance sheet. They are sitting on a ton of cash and believe they just raised the dividend. Insider buying is a good sign as well.
The litigation I would ignore as nothing, when are healthcare companies not dealing with litigation? JNJ is deep into talc lawsuits and they just popped 6%. I've been doing this for a while, politics and lawsuits never end. Insurance will always be a huge business.
I would say the biggest challenge for UNH is rising use of healthcare. We have an aging population. The biggest costs come from extended hospital stays.
Its very complicated business but you cant deny its trading dirt cheap. I mean it chopped 50% in less than 6 months, most of that coming from one time headwinds.
tldr: there is risk, but welcome to stock market. I think its a buy but beware it could dip after this earnings.

SPMO/SCHD or SCHG/DGRW or SPMO/VIG. If you want to add international exposure with dividends VIGI. Single stock ideas: MSFT, GOOGL, JNJ, SWK, DD, BDX, AOS, F, DVN, PEP, SLB, UPS to name a few. I do have positions in all of the stock individual picks mentioned.

6 month charting shows the gap from 232-235 double bottom off the 10 day moving average. Market should rip tomorrow, all big cap stocks have been beating on sales and estimates. ( JNJ + pepsi ) for example. Historically stock moves 7-10% up or down based off of earnings

Looking for dividend stocks, where it’s great companies that have been sloppy like UNH, UPS and JNJ
I currently have many stocks with high PE and I’d rather invest in dividend stocks currently thats quite defensive etc looking forward
Bought WM, PEP, UNH, Medtronic, JNJ lately
I don’t have any stocks that’s into logistics and delivery
I’m only invest in stocks I wanna hold for 7+ years

# Portfolio Holdings
|Company|Symbol|% of Portfolio|
|:-|:-|:-|
|MICROSOFT CORP|MSFT|3.302%|
|NVIDIA CORPORATION COM|NVDA|3.210%|
|APPLE INC|AAPL|2.740%|
|[AMAZON.COM](http://AMAZON.COM) INC|AMZN|1.794%|
|META PLATFORMS INC CLASS A|META|1.494%|
|BROADCOM INC COM|AVGO|1.116%|
|ALPHABET INC CAP STK CL A|GOOGL|0.999%|
|JPMORGAN CHASE & CO. COM|JPM|0.892%|
|VISA INC|V|0.862%|
|TESLA INC COM|TSLA|0.771%|
|ALPHABET INC CAP STK CL C|GOOG|0.761%|
|BERKSHIRE HATHAWAY INC COM CLASS B|BRKB|0.747%|
|NETFLIX INC|NFLX|0.650%|
|ELI LILLY &CO COM|LLY|0.631%|
|WALMART INC COM|WMT|0.594%|
|COSTCO WHOLESALE CORP COM|COST|0.481%|
|JOHNSON & JOHNSON COM|JNJ|0.470%|
|INTUIT INC|INTU|0.446%|
|SNAP-ON INC|SNA|0.428%|
|HOME DEPOT INC|HD|0.415%|
|EXXON MOBIL CORP COM|XOM|0.401%|
|ORACLE CORP|ORCL|0.389%|
|CISCO SYSTEMS INC|CSCO|0.388%|
|CBRE GROUP INC COM CLASS A|CBRE|0.386%|
|AUTOMATIC DATA PROCESSING INC COM|ADP|0.374%|
|WELLS FARGO CO NEW COM|WFC|0.350%|
|TJX COMPANIES INC|TJX|0.350%|
|MASCO CORP COM|MAS|0.349%|
|GOLDMAN SACHS GROUP INC COM|GS|0.344%|
|SALESFORCE INC COM|CRM|0.331%|
|ABBOTT LABORATORIES|ABT|0.330%|
|JOHNSON CONTROLS INTERNATIONAL PLC COM|JCI|0.325%|
|APPLIED MATERIALS INC COM|AMAT|0.311%|
|DOVER CORP COM|DOV|0.311%|
|PROCTER AND GAMBLE CO COM|PG|0.310%|
|GE AEROSPACE COM NEW|GE|0.292%|
|CATERPILLAR INC COM|CAT|0.283%|
|AMPHENOL CORP CLASS A COM|APH|0.280%|
|PALANTIR TECHNOLOGIES INC CL A|PLTR|0.276%|
|MERCK & CO. INC COM|MRK|0.276%|
|MORGAN STANLEY COM|MS|0.274%|
|MASTERCARD INCORPORATED CL A|MA|0.273%|
|CME GROUP INC COM|CME|0.268%|
|AGILENT TECHNOLOGIES INC COM|A|0.267%|
|CHEVRON CORP NEW COM|CVX|0.267%|
|LINDE PLC COM|LIN|0.266%|
|INTUITIVE SURGICAL INC|ISRG|0.264%|
|GE VERNOVA INC COM|GEV|0.257%|
|ANSYS INC COM|ANSS|0.256%|
|UNITEDHEALTH GROUP INC|UNH|0.253%|
|INTERCONTINENTAL EXCHANGE INC COM|ICE|0.252%|
|PHILIP MORRIS INTERNATIONAL INC|PM|0.251%|
|DR HORTON INC COM|DHI|0.250%|
|SHERWIN-WILLIAMS CO|SHW|0.250%|
|HCA HEALTHCARE INC COM|HCA|0.248%|
|DEERE & CO|DE|0.247%|
|AIR LEASE CORP|AL|0.246%|
|PACKAGING CORP OF AMERICA COM|PKG|0.244%|
|BANK AMERICA CORP COM|BAC|0.241%|
|REPUBLIC SERVICES INC|RSG|0.240%|
|INTERNATIONAL BUS MACH CORP COM|IBM|0.239%|
|PROGRESSIVE CORP COM|PGR|0.238%|
|RAYMOND JAMES FINL INC COM|RJF|0.236%|
|CRH ORD EUR 0.32 (DI)|CRH|0.230%|
|ROYAL CARIBBEAN GROUP COM|RCL|0.228%|
|REINSURANCE GRP OF AMERICA INC COM NEW|RGA|0.225%|
|GILEAD SCIENCES INC COM|GILD|0.224%|
|STRYKER CORPORATION COM|SYK|0.224%|
|CSX CORP COM|CSX|0.219%|
|ACCENTURE PLC|ACN|0.218%|
|WOODWARD INC COM|WWD|0.218%|
|ROSS STORES INC|ROST|0.217%|
|DARDEN RESTAURANTS INC|DRI|0.212%|
|T-MOBILE US INC COM|TMUS|0.212%|
|TRANE TECHNOLOGIES PLC COM|TT|0.212%|
|STIFEL FINANCIAL CORP|SF|0.210%|
|VERIZON COMMUNICATIONS INC|VZ|0.210%|
|HONEYWELL INTERNATIONAL INC COM|HON|0.207%|
|DUKE ENERGY CORP NEW COM|DUK|0.201%|
|WEC ENERGY GROUP INC COM|WEC|0.202%|
|UBER TECHNOLOGIES INC COM|UBER|0.196%|
|ABBVIE INC COM|ABBV|0.195%|
|ADVANCED MICRO DEVICES INC|AMD|0.195%|
|FISERV INC COM STK|FI|0.195%|
|QIAGEN NV ORD|QGEN|0.191%|
|ENTEGRIS INC|ENTG|0.189%|
|ULTA BEAUTY INC COM|ULTA|0.189%|
|ADOBE INC COM|ADBE|0.188%|
|AFLAC INC COM|AFL|0.188%|
|KEYSIGHT TECHNOLOGIES INC COM|KEYS|0.186%|
|WABTEC COM|WAB|0.186%|
|AMGEN INC|AMGN|0.181%|
|LOWES COMPANIES INC COM|LOW|0.180%|
|QUALCOMM INC|QCOM|0.180%|
|IQVIA HLDGS INC COM|IQV|0.179%|
|BROADRIDGE FINANCIAL SOLUTION INC COM|BR|0.177%|
|KIMBERLY-CLARK CORP COM|KMB|0.177%|
|RENAISSANCERE HLDGS LTD COM|RNR|0.177%|
|ANALOG DEVICES INC COM|ADI|0.173%|
|CENCORA INC COM|COR|0.170%|
|APPLOVIN CORP COM CL A|APP|0.170%|
|COMCAST CORP|CMCSA|0.170%|
|LABCORP HOLDINGS INC COM|LH|0.170%|
|SKYWORKS SOLUTIONS INC|SWKS|0.169%|
|CITIGROUP INC|C|0.165%|
|RTX CORPORATION COM|RTX|0.165%|
|BXP INC COM|BXP|0.164%|
|CHUBB LIMITED COM NPV|CB|0.164%|
|CONSOLIDATED EDISON INC COM|ED|0.162%|
|HOULIHAN LOKEY INC CL A|HLI|0.160%|
|CUMMINS INC|CMI|0.159%|
|COGNIZANT TECHNOLOGY SOLUTIONS CORP COM|CTSH|0.158%|
|BLACKSTONE INC|BX|0.157%|
|PAYPAL HLDGS INC COM|PYPL|0.156%|
|SIMON PROPERTY GROUP INC|SPG|0.156%|
|AMERICAN EXPRESS CO COM|AXP|0.155%|
|ARROW ELECTRONICS INC COM|ARW|0.155%|
|HEXCEL CORP|HXL|0.155%|
|CONOCOPHILLIPS COM|COP|0.153%|
|GENERAL MILLS INC COM|GIS|0.151%|
|DISNEY WALT CO COM|DIS|0.151%|
|TEXAS INSTRUMENTS INC COM|TXN|0.151%|
|WINTRUST FINANCIAL CORP|WTFC|0.151%|
|EAST WEST BANCORP INC|EWBC|0.147%|
|AT&T INC COM|T|0.143%|
|GENERAL DYNAMICS CORP COM|GD|0.142%|
|IRON MTN INC DEL COM|IRM|0.141%|
|DOORDASH INC CL A|DASH|0.140%|
|MICRON TECHNOLOGY INC|MU|0.140%|
|WELLTOWER INC COM|WELL|0.137%|
|GATX CORP COM STK|GATX|0.137%|
|AKAMAI TECHNOLOGIES COM|AKAM|0.136%|
|CAPITAL ONE FINANCIAL CORP COM|COF|0.138%|
|COTERRA ENERGY INC COM|CTRA|0.134%|
|THE CIGNA GROUP COM|CI|0.134%|
|ARISTA NETWORKS INC COM|ANET|0.133%|
|SBA COMMUNICATIONS CORP NEW CL A|SBAC|0.133%|
|TRAVELERS COMPANIES INC COM|TRV|0.130%|
|HILTON WORLDWIDE HLDGS INC|HLT|0.129%|
|PEPSICO INC|PEP|0.128%|
|BRISTOL-MYERS SQUIBB CO COM|BMY|0.127%|
|CENTENE CORP|CNC|0.127%|
|SYNOPSYS INC|SNPS|0.124%|
|TERADYNE INC COM|TER|0.124%|
|PACCAR INC COM|PCAR|0.123%|
|BOSTON SCIENTIFIC CORP|BSX|0.122%|
|KROGER CO COM|KR|0.122%|
|PFIZER INC|PFE|0.122%|
|EASTMAN CHEM CO COM|EMN|0.121%|
|EBAY INC. COM|EBAY|0.121%|
|PULTE GROUP INC COM|PHM|0.120%|
|YUM! BRANDS INC|YUM|0.120%|
|PROLOGIS INC. COM|PLD|0.119%|
|PUBLIC STORAGE OPER CO COM|PSA|0.119%|
|BIO RAD LABORATORIES INC|BIO|0.117%|
|SENSATA TECHNOLOGIES HOLDING PLC COM|ST|0.117%|
|SYSCO CORP|SYY|0.116%|
|GENERAL MTRS CO COM|GM|0.112%|
|UNION PAC CORP COM|UNP|0.112%|
|CLOUDFLARE INC CL A COM|NET|0.111%|
|STARBUCKS CORP COM|SBUX|0.111%|
|GLOBAL PAYMENTS INC|GPN|0.110%|
|LAM RESEARCH CORP COM NEW|LRCX|0.110%|
|COCA-COLA CO|KO|0.109%|
|AMERICOLD REALTY TRUST INC COM|COLD|0.106%|
|JACOBS SOLUTIONS INC COM|J|0.106%|
|PNC FINANCIAL SERVICES GROUP COM|PNC|0.106%|
|BOEING CO|BA|0.102%|
|GODADDY INC CL A|GDDY|0.102%|
|AMEREN CORP COM|AEE|0.101%|
|ZOETIS INC|ZTS|0.101%|
|DIGITAL REALTY TRUST INC|DLR|0.099%|
|NEWMONT CORP COM|NEM|0.099%|
|PALO ALTO NETWORKS INC COM|PANW|0.099%|
|SOUTHERN CO|SO|0.097%|
|DUPONT DE NEMOURS INC COM|DD|0.094%|
|VISTRA CORP COM|VST|0.094%|
|EXELON CORP COM NPV|EXC|0.091%|
|FREEPORT-MCMORAN INC COM|FCX|0.091%|
|ROBINHOOD MKTS INC COM CL A|HOOD|0.091%|
|BANK OF NEW YORK MELLON CORP COM|BK|0.088%|
|VALERO ENERGY CORP COM|VLO|0.087%|
|KKR & CO INC COM|KKR|0.086%|
|NEXTERA ENERGY INC COM|NEE|0.084%|
|TYSON FOODS INC|TSN|0.082%|
|UNITED PARCEL SERVICE INC CL B|UPS|0.082%|
|LENNAR CORP COM CLASS A|LEN|0.081%|
|SEALED AIR CORP|SEE|0.080%|
|SS&C TECHNOLOGIES HLDGS INC COM|SSNC|0.080%|
|BLOCK INC CL A|XYZ|0.077%|
|ROBLOX CORP CL A|RBLX|0.077%|
|ALBEMARLE CORP COM|ALB|0.076%|
|3M CO|MMM|0.074%|
|INTEL CORP COM|INTC|0.073%|
|CHAMPIONX CORPORATION COM|CHX|0.072%|
|ALTRIA GROUP INC|MO|0.071%|
|DEVON ENERGY CORP NEW|DVN|0.070%|
|NIKE INC CLASS B COM|NKE|0.069%|
|EOG RESOURCES INC|EOG|0.068%|
|EQUITY RESIDENTIAL SBI|EQR|0.066%|
|EMERSON ELECTRIC CO|EMR|0.065%|
|TARGET CORP|TGT|0.064%|
|NUCOR CORP COM|NUE|0.063%|
|VERTIV HOLDINGS CO COM CL A|VRT|0.062%|
|CORTEVA INC COM|CTVA|0.054%|
|INTERNATIONAL PAPER CO COM|IP|0.053%|
|CARNIVAL CORP COM|CCL|0.052%|
|FORTINET INC COM|FTNT|0.051%|
|CHIPOTLE MEXICAN GRILL INC|CMG|0.050%|
|AMERICAN ELEC PWR CO INC COM|AEP|0.050%|
|MARVELL TECHNOLOGY INC COM|MRVL|0.050%|
|AMERICAN INTERNATIONAL GROUP INC|AIG|0.048%|
|THE TRADE DESK INC COM CL A|TTD|0.047%|
|DENTSPLY SIRONA INC COM|XRAY|0.046%|
|CVS HEALTH CORPORATION COM|CVS|0.045%|
|UNITED AIRLS HLDGS INC COM|UAL|0.039%|
|DELTA AIR LINES INC|DAL|0.036%|
|MURPHY OIL CORP COM|MUR|0.036%|
|HELMERICH & PAYNE INC COM|HP|0.034%|
|TRUIST FINL CORP COM|TFC|0.024%|
|KINDER MORGAN INC COM|KMI|0.021%|
# Mutual Funds & ETFs
|Fund Name|Symbol|% of Portfolio|
|:-|:-|:-|
|WCM FOCUSED INTL GROWTH FUND INSTL|WCMIX|9.650%|
|ISHARES TRUST CORE MSCI EAFE ETF|IEFA|6.764%|
|ARISTOTLE CORE INCOME FD I2|PLIDX|6.564%|
|TRIBUTARY SMALL COMPANY INSTL PLUS|FOSBX|5.029%|
|PIMCO INTL BD U.S. DOLLAR-HEDGED INST|PFORX|4.497%|
|GQG PARTNERS EMERG MARKETS EQ INSTL|GQGIX|2.982%|
|PUTNAM INTL CAPITAL OPPORTUNITIES CL Y|PIVYX|2.953%|
|INVESCO EXCH TRD SLF IDX FD TR INVSCO|BSCS BLSH 28|1.418%|
|INVESCO EXCH TRD SLF IDX FD TR BULSHS|BSCR 2027 CB|1.411%|
|INVESCO EXCH TRD SLF IDX FD TR BULSHS|BSCQ 2026 CB|1.408%|
|INVESCO EXCH TRD SLF IDX FD TR BULETSHS|BSCT 2029|1.371%|
|INVESCO EXCH TRD SLF IDX FD TR BULSHS|BSCP 2025 CB|1.363%|

Yes, depending on the price: JNJ, KO, BAC are good places to park, IMO.

For a fee. I inherited some JNJ, but told them to transfer in kind to my Schwab because of all the fees and so hard to do anything.

>Look at SO, JNJ, HD, VZ, IR, GLW, CSX, UPS, Nucor,
One thing to keep in mind companies do occationally go bankrupt sudden ly. And if that happens you loose everything in the stock. With dividned ETFs it is harder to loose everything. If a fund has to stop operations its assets are liquidated and all of that money is returned to investors. So you will get some of the money back. And there are good dividned ETF that do increase their dividend over time. But also keep in mind that if you spend only 80 % of your income and then reinvest the rest you will grow your income even if the ETF is not able to increase its dividend.
All of your other comments are however correct.

I think UNH is a buy. Even if eps is cut in half they still trade around 22x. I think it could bottom out to $260 which is where I would be buying but l think its reasonable to put a price target of $375 over the next 24 months after this report. They do have some margin compression but its fixable. They have a great balance sheet. They are sitting on a ton of cash and believe they just raised the dividend. Insider buying is a good sign as well.
The litigation I would ignore as nothing, when are healthcare companies not dealing with litigation? JNJ is deep into talc lawsuits and they just popped 6%. I've been doing this for a while, politics and lawsuits never end. Insurance will always be a huge business.
I would say the biggest challenge for UNH is rising use of healthcare. We have an aging population. The biggest costs come from extended hospital stays.
Its very complicated business but you cant deny its trading dirt cheap. I mean it chopped 50% in less than 6 months, most of that coming from one time headwinds.
tldr: there is risk, but welcome to stock market. I think its a buy but beware it could dip after this earnings.

SPMO/SCHD or SCHG/DGRW or SPMO/VIG. If you want to add international exposure with dividends VIGI. Single stock ideas: MSFT, GOOGL, JNJ, SWK, DD, BDX, AOS, F, DVN, PEP, SLB, UPS to name a few. I do have positions in all of the stock individual picks mentioned.

6 month charting shows the gap from 232-235 double bottom off the 10 day moving average. Market should rip tomorrow, all big cap stocks have been beating on sales and estimates. ( JNJ + pepsi ) for example. Historically stock moves 7-10% up or down based off of earnings

Von der Logistik mal abgesehen rede ich mir als
Vater von 2 Kids ein, dass der Müll gar nicht so wild ist. Da ist sehr viel Polypropylen drin, das verbrennt sauber. Problematischer sollte der Energiebedarf für Herstellung und halt Logistik sein. Aber stoffwindeln sind hardcore widerlich sowas tut sich doch keiner freiwillig an, solange es keine Allergie etc ist.
Disclaimer: bin auch JNJ Aktionär 😉

"Dividends aren't free money". No one thinks that. That is just an insult people throw at dividend investors, who themselves never thought that.
Quality dividend stocks tend to be of companies that are stable, have decades of solid growth, and reward shareholders for owning their stock with growing amounts of dividend money earned from *profits*, not to be confused with Return of Capital. Just coz a company has less scope for rapid growth does not mean it is a *doomed* business. Look at SO, JNJ, HD, VZ, IR, GLW, CSX, UPS, Nucor, need I say more. Furthermore (turns out I am saying more!) these stocks are less volatile than "growth" stocks.
Stop dissing dividend companies for, well, paying dividends.
Even further more: "Growth" stocks don't necessarily grow, whether in profits or in stock price. Any gain in the price of a stock can come down just as quickly, and that gain did nothing for you before it disappeared. A "growth" stock could be stuck below your buy price for years, you would have nothing but lost time and lost net worth to show for it. But a dividend paid out is money in your pocket.
Those who argue that dividends come off the stock price would have a much stronger point if the only factors that determined the price of a stock were purely technical. They pretend that fear, greed, emotion, panic, short sellers, unscrupulous manipulators, none of these play a role. Most of the stocks I listed have grown both in price *and* grown their dividends. A huge portion of the total returns of the S&P comes from, you guessed it, dividends. So there.
Dividend dissers love to say dividends are akin to a forced sale of stock, that you have to pay taxes on dividends received. Hey, if I make money, I will pay taxes on it. Won't you? In any case, Roth IRAs have you covered. If your stock went up by three percent, but went back down, what did that do for you? Bupkis. Stop pretending growth stocks keep, well, growing.
Dividend growth investing is a powerful strategy that has stood the test of time. Done right, it is entirely possible to retire on dividends alone, with the principal amount largely intact This way, you can leave an inheritance to your family, or to a charity of your choice. A sound mix of some growth and some dividend payers, and you are on your way.

Holding runners doesn’t always work out well. But I am still happy with the outcome overall.
STC last 2x JNJ 7/18 165c @0.14ea …
5x0.72 -> 3x1.53 + 2x0.14
3.6 -> 4.87; 35% profit

Good point. Noone talks yield on cost and thinks long term. I've got $500k that started as $100k 15-20 years ago with stocks like MCD, PG, WMT, T, JNJ, CVX, JPM, KO, UNH, LM, MSFT, WF, MO, ED, others. Just let them roll for years reinvesting. I've tossed dogs over the years and had a few issues like Hawaiian Electric getting slammed by fire lawsuits buf mostly just blue chips running and growing and reinvesting. The short term focus on income trades that for losing equity growth potential. I own a few for short term income but I monitor them. I'm not convinced they make anybsensd long term of ard really sustainable.

Hi
I’ve been slowly building my portfolio and lately I’ve been focusing more on defensive stocks. With all the market volatility and uncertainty, I’ve realized it’s not just about chasing growth, it's about having a foundation that holds up when things get rough.
Been reading a bunch, and one deep dive that really stuck with me broke down what makes a stock *truly* defensive not just high dividend yield or “safe sector” labels. It made the case that real defensive names tend to share a few things:
* They sell products people need regardless of the economy
* They generate predictable cash flow
* And they keep debt low while steadily raising dividends
Based on that lens, here are some of the names I’m seriously looking into right now:
Procter & Gamble ($PG) is kind of the go-to for this category. I mean, people aren’t going to stop buying toothpaste or diapers just because rates are up.
Johnson & Johnson ($JNJ) also has my attention with solid mix of pharmaceuticals and consumer health, and they’ve been raising dividends for a very long time now.
Coca-Cola ($KO) just makes sense to me. Their pricing power and global reach are hard to ignore. Honestly feels like one of those stocks you can tuck away for years.
Walmart ($WMT) is interesting too. It actually tends to do well in downturns, since people trade down to save money. Nice built-in hedge there.
NextEra Energy ($NEE) has that stable utility income, but they’re also leaning hard into renewables, which adds a bit of long-term growth potential.
UnitedHealth Group ($UNH) is one I’m still researching, but combining healthcare with insurance seems like a pretty safe long-term bet.
Still early in the process, but trying to build something I can hold through the next 10–15 years and sleep well at night doing it.
What are the core defensive stocks in your portfolio worth looking at? Other defensive plays I should know?