What stocks/etfs do you have that are most resistant to market dips/recession?

Gold and TLT were the two parts of my portfolio that went up. Actually, telecom caught a bid as well.

Everything else was red. Even Lithium America (small position) went heavy red, while the precious metals (MP for instance) went heavy green. Not really sure why the divergence there.

Anyway, yesterday tells me what I already knew, when the shit really hits the fan the only safe place will be cash, long-term bonds, and maybe gold. At least initially.

It was interesting to see crypto shit the bed. I would not want to be holding crypto during the next market crash.. it’s beyond clear it’s going to sell off more than anything else.

V,RSG,ORLY but all trading at a premium rn.

WMT

people refuse to understand the part where tariffs are applied on the price companies pay Chinese factories. Which in many cases can be 10% or less of the final MSRP

So a $10 item gets a new $1 in taxes, but Walmart will charge $13 for it and they just keep getting more customers (YoY growth)

That plus supply chain is slow, Christmas has already been in stores since September, right now they’re ordering things for next summer or even fall. The next few earnings reports won’t reflect new tariffs

Nuclear and uranium went up and same with metals lol

PEP, DUK

GLD and SILV

Consumer staples