After two market crashes in less than two decades and the current bull market looking to take a breather, investors are rightly worried about their hard-earned gains. By investing in companies with wide economic moats and a history of total returns to shareholders, investors can reduce the pain of the market cycle and plan for the long term. #-ad_banner-#Not only do I overweight my portfolio with these long-term investments, but I like to look at stocks that are poised benefit from huge secular changes over the decades to come — stocks benefiting from megatrends like the American energy revolution and… Read More
After two market crashes in less than two decades and the current bull market looking to take a breather, investors are rightly worried about their hard-earned gains. By investing in companies with wide economic moats and a history of total returns to shareholders, investors can reduce the pain of the market cycle and plan for the long term. #-ad_banner-#Not only do I overweight my portfolio with these long-term investments, but I like to look at stocks that are poised benefit from huge secular changes over the decades to come — stocks benefiting from megatrends like the American energy revolution and aging demographics. Combine shares of a company with a great long-term track record with one of these megatrends, and you’ve got something truly special. Rich Valuations In Health Care U.S. census data show nearly 80 million Americans were born between 1946 and 1964 — the “baby boom” generation. More than 10,000 people reach the age of retirement every day in the United States, a pace that is expected through 2030. The demand for health care could drive medical costs higher by 6.2% annually over the next decade, while general inflation and the economy may be stuck at annual rates… Read More