EP#22: Protect your wealth by doing the proper research yourself to lead conversations with your adviser and form your own investing opinions.
This is part 1 of a multiple part series.
Resources - Fidelity Investments Stock Screener, PYW Diversification Template, Glassdoor
I broke down 5 stocks in the Consumer Staples sector - COST, BJ, TGT, WMT, PG and compared them to XLP (S&P 500 Consumer Staples ETF).
None of these 5 stocks had a risk-adjusted return above 1.0 based on 5 years of historical data from September 2018 to September 2023.
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Host: Andrew Marks
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