2022 continues to deliver a blunt reality check to stock market investors.
According to financial services giant Fidelity, the average 401(k) balance dropped from $126,000 a year ago to $97,200 in Q3 — a loss of nearly $29,000, or 23%.
It’s not exactly a surprise. The benchmark S&P 500 Index is down 17% year to date, while the tech-centric Nasdaq has plunged nearly 30% in the same period.
If you don’t want to get caught up in the market’s wild swings, you might want to check out a few low-beta stocks (also known as low-volatility stocks).
Beta is a measure of a stock’s volatility in comparison to the market as a whole. If a stock has a beta of greater than one, it’s more volatile than the broad market. Stocks with beta values of less than one are less sensitive to the market’s movements.
Here’s a look at three low-beta stocks that could be worth considering.
ຢ່າພາດ
Walmart (WMT)
ໃນຊ່ວງເວລາທີ່ຮ້ານຄ້າປີກ brick-and-mortar ຈໍານວນຫຼາຍຍັງຄົງຢູ່ໃນຄວາມວຸ້ນວາຍ, ໂຮງງານໄຟຟ້າ Walmart ໂດດເດັ່ນ.
ບໍລິສັດດໍາເນີນທຸລະກິດຂາຍຍ່ອຍຂະຫນາດໃຫຍ່ທີ່ມີປະມານ 10,500 ຮ້ານພາຍໃຕ້ປ້າຍໂຄສະນາ 46 ໃນ 24 ປະເທດ. ຂໍຂອບໃຈກັບ "ລາຄາຕໍ່າປະຈໍາວັນ," Walmart ດຶງດູດລູກຄ້າປະມານ 230 ລ້ານຄົນໄປຫາຮ້ານຄ້າແລະເວັບໄຊທ໌ຂອງຕົນທຸກໆອາທິດ.
Walmart could be an opportunity for those looking for low volatility: the stock’s five-year beta is just 0.53 and is actually up 5.5% over the past year.
And because of the company’s massive economies of scale, the business has remained resilient throughout several economic cycles.
Consider this: Walmart paid its first-ever dividend in 1974. Since then, it has increased its payout every single year.
Johnson & Johnson (JNJ)
With deeply entrenched positions in consumer health, pharmaceuticals, and medical devices markets, healthcare giant Johnson & Johnson has delivered consistent returns to investors.
ຍີ່ຫໍ້ສຸຂະພາບຜູ້ບໍລິໂພກຈໍານວນຫຼາຍຂອງບໍລິສັດ - ເຊັ່ນ Tylenol, Band-Aid, ແລະ Listerine - ແມ່ນຊື່ຂອງຄົວເຮືອນ. ໃນຈໍານວນທັງຫມົດ, JNJ ມີ 29 ຜະລິດຕະພັນແຕ່ລະຄົນສາມາດສ້າງລາຍໄດ້ຫຼາຍກວ່າ $ 1 ຕື້ໃນການຂາຍປະຈໍາປີ.
Over the past 20 years, Johnson & Johnson’s adjusted earnings have increased at an average annual rate of 8%.
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JNJ announced its 60th consecutive annual dividend increase in April and now offers an annual dividend yield of 2.6%.
The stock has a five-year beta of 0.57 and is up 8% over the past year.
ໂຄຄາ-ໂຄລາ (KO)
Coca-Cola ເປັນຕົວຢ່າງຄລາສສິກຂອງທຸລະກິດທີ່ທົນທານຕໍ່ການຖົດຖອຍ. ບໍ່ວ່າເສດຖະກິດຈະຂະຫຍາຍຕົວ ຫຼືດີ້ນລົນກໍຕາມ, ໂຄກກະປ໋ອງແມ່ນມີລາຄາບໍ່ແພງສໍາລັບຄົນສ່ວນໃຫຍ່.
ຕໍາແຫນ່ງຕະຫຼາດທີ່ສໍາຄັນຂອງບໍລິສັດ, ຂະຫນາດຂະຫນາດໃຫຍ່, ແລະຫຼັກຊັບຂອງຍີ່ຫໍ້ສັນຍາລັກ - ລວມທັງຊື່ເຊັ່ນ: Sprite, Fresca, Dasani ແລະ Smartwater - ເຮັດໃຫ້ມັນມີລາຄາຫຼາຍ.
ເພີ່ມຄວາມຫຼາກຫຼາຍທາງດ້ານພູມສັນຖານ - ຜະລິດຕະພັນຂອງມັນຖືກຂາຍໃນຫຼາຍກວ່າ 200 ປະເທດແລະອານາເຂດທົ່ວໂລກ - ແລະມັນເປັນທີ່ຊັດເຈນວ່າ Coca-Cola ສາມາດຈະເລີນເຕີບໂຕໄດ້ຕະຫຼອດທັງຫນາແລະບາງ. ຫຼັງຈາກທີ່ທັງຫມົດ, ບໍລິສັດໄດ້ເປີດເຜີຍສາທາລະນະຫຼາຍກວ່າ 100 ປີກ່ອນຫນ້ານີ້.
According to the latest earnings report, Coca-Cola’s net revenue grew 10% year over year, while its adjusted earnings per share improved by 7%.
The stock has a five-year beta of 0.58 and has climbed by 11% in 2022.
Still can’t stand stocks?
Of course, you don’t have to limit yourself to stocks.
Amid hot inflation and the uncertain economy, savvy investors have been diversifying their investments outside of the stock market.
Prime commercial real estate, for example, has outperformed the S&P 500 over a 25-year period. With the help of new platforms, these kinds of opportunities are now available to retail investors. Not just the ultra rich.
With a single investment, investors can own institutional-quality properties leased by brands like CVS, Kroger and Walmart — and collect stable grocery store-anchored income on a quarterly basis.
ບົດຄວາມນີ້ໃຫ້ຂໍ້ມູນເທົ່ານັ້ນແລະບໍ່ຄວນຕີຄວາມasາຍເປັນ ຄຳ ແນະ ນຳ. ມັນຖືກສະ ໜອງ ໃຫ້ໂດຍບໍ່ມີການຮັບປະກັນໃດ kind.
Source: https://finance.yahoo.com/news/average-401-k-balance-plunged-143000411.html