Sunday, February 06, 2011

Stocks With An Exposure To Baby Boomer Retirement

If the older consumer is so important you would think that companies that are exposed to the ageing of the population would do rather well. And you would be right.

J.P. Morgan has an “Aging Population Index” made up of 16 shares and it has outperformed the S&P 500 Index in six of the past eight years.

Why the hell haven’t I been investing in the damn thing. Why haven't you been investing in the index?

Here are the companies and how they have performed. Makes you think.

Interesting that the two worst performers are in the fickle fashion industry. Stay out of fashion unless you really know what you are doing.

The rest of the stocks are in far more predictable industries (Finance, Hotels, Healthcare, Holidays)  Dick Stroud

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