5% Yielding Dividend Aristocrats You'll Want To Own In The Coming Bear Market

Summary

• The bond market is starting to signal that a recession and bear market could be coming in 2023 or 2024.
• Market timing is NEVER the answer to avoiding bear markets and risks destroying 94% of your wealth over decades.
• These 5% yielding, low-volatility Ultra SWAN quality aristocrats are 18% undervalued and expected to deliver 11.3% long-term returns, similar to the 12.6% returns they delivered over the last 25 years.
• These aristocrats fell 4% less than a 60/40 retirement portfolio during the Great Recession, showcasing how quality, defensive blue-chips can help you sleep well at night in even the worst market conditions.
• When combined with 3 low-cost ETFs these 5% yielding aristocrats create the ultimate Zen Ultra SWAN low volatility high-yield retirement portfolio, which fell just 9% in the pandemic crash, andjust17% during the Great Recession.
• Looking for a portfolio of ideas like this one? Members of The Dividend Kings get exclusive access to our model portfolio. Learn More »

anyaberkut/iStock via Getty Images

For now, the stock market is partying like the good times are back and will never end.

But we all know that at some point a recession is coming and with it a bear market.

Recession Watch

Bonds

Yield

Analyst’s Disclosure:I/we have a beneficial long position in the shares of UGI, ENB, MO, MMM, NVS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Dividend Kings owns UGI, ENB, MO, MMM, and NVS in our portfolio.