My Recession-Proof ETF

Amidst the backdrop of an economic slowdown and a possible recession in the US, I have developed an exchange-traded fund [ETF] designed to provide investors with market-beating returns in any economic environment. The fund concentrates on stocks with market caps over $1 billion that are growth leaders in their businesses and focused on products and services that people need regardless of the economy.

My Recession Proof ETF is based on the premise that people will continue to eat, drink, smoke, take medications, pay their utility bills, and maintain health/life insurance no matter how bad things get. My Recession Proof ETF contains a range of stocks from small-cap to mega-cap, with an average of just under $40 billion for the 22 active stocks chosen from among 30 eligible companies. The dividend yield of 1.8% for my fund mirrors that of the S&P 500 (SPY) ETF, but my fund has produced a gain of 11% over the last 52 weeks versus a loss of about 6% for the S&P 500 ETF.

Many of the stocks in this fund are household names such as Heinz (HNZ), Colgate Palmolive (CL), and AT&T (T), but it also contains lesser known, fast-growing and recession-proof companies such as China Life (LFC) and Universal American (UAM).

Comments

[User 142738:]

I'm amazed you didn't mention Coca-Cola (KO) and McDonald's (MCD). Or maybe you did when you said "mega-cap".

2008 Jan 24 03:58 PM

[User 142527:]

what's the name of the fund ?

2008 Jan 25 12:38 PM

[Mike Havrilla:]

I am still in the process of obtaining a partner to bring this ETF and my other proposals to the market as the process requires a lot of money and regulatory filings with the SEC.

2008 Jan 25 02:03 PM

[User 99342:]

This is a misleading article you should not be writing it. Some people right now are having problems with the market and need some help. Not some wish list of a trial balloon ETF to see if people are going to buy it so you can make a ton of money.

2008 Jan 30 05:19 PM

[ratherblucky:]

What kind of egomainia is this. The article implies that an ETF already exists "but my fund has produced a gain of 11% over the last 52 weeks versus a loss of about 6% for the S&P 500 ETF."

2008 Feb 09 10:34 PM

[mma1:]

This is such a short sighted article. A friend of mine showed me his portfolio of stock picks last week. He has a return of 250%+ since last October given the current bad market situation. Should he write a article showing off and create ETF of his own? Your article is just childish and laughable.

2008 Feb 27 01:38 PM