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What Are Non Cyclic Stocks

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Published Date: 26 Sep 2023Updated Date: 12 Jun 20246 mins readBy MOFSL
Non Cyclic Stocks

What are Non-Cyclical Stocks?

  • The term 'non-cyclical stocks' (or defensive stocks) refers to shares of companies that tend to remain stable regardless of economic conditions.
  • These companies provide products or services that people continue to need, even during economic downturns.
  • Since they offer a reliable anchor when the markets get choppy, non-cyclical stocks are the unsung heroes of any investment portfolio.
  • Some classic examples of non-cyclical stocks include companies in sectors such as healthcare, utilities, and consumer staples.
  • Pharmaceutical giants, electric utilities, and household product manufacturers are also prime examples of businesses that offer non-cyclical stock opportunities.

 

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What are the Key Characteristics of Non-Cyclical Stocks?

  • Reliability

  1. Non-cyclical stocks are known for their resilience and perform well when other stocks are struggling.
  2. This reliability helps investors to maintain stability and peace of mind during turbulent market periods.
  3. They also often tend to outperform the economy and the benchmark indices during economic downturns when compared to cyclical stocks.
  • Diversification

  1.  Non-cyclical stocks provide a stable foundation in a diversified portfolio, balancing the risks associated with more volatile assets. 
  2. Such diversification helps maintain the risk profile of the portfolio. 
  3. It also, at the same time, ensures a certain amount of return generated from non-cyclical stocks.

How Do I Choose the Right Non-Cyclical Stock?

Non-cyclical stocks can vary from industry to industry. Choosing the right one for your portfolio involves two main ideas:

  • Research: Even though many stocks are naturally non-cyclical, investors should research the industry and the investable companies thoroughly. It brings clarity on why the stock is non-cyclical and whether it will continue to exhibit the pattern in the future as well.
  • Portfolio: A non-cyclical stock should be chosen in coherence with a cyclical stock to ensure that maximum diversification benefits are received through those investments.

What is the Main Difference Between Non-Cyclical Stocks and Cyclical Stocks?

Understanding the distinctions between non-cyclical and cyclical stocks is vital.

  • While non-cyclical stocks are resilient, cyclical stocks follow the ebbs and flows of the economy more closely. Hence, cyclical stocks are more volatile during economic fluctuations when compared to non-cyclical stocks.
  • Another major contrast between the two is that non-cyclical stocks generally tend to outperform during economic downturns, while cyclical stocks usually underperform during economic downturns.

Conclusion

  • In the ever-evolving world of investments, non-cyclical stocks emerge as a beacon of stability.
  • By incorporating these steadfast assets into your portfolio, you can fortify your financial future while still enjoying the potential for growth.
  • Remember, successful investing is about balance and informed decision-making.
  • It is advisable to consider your risk tolerance and investment goals when deciding how to incorporate cyclical and non-cyclical stocks into your portfolio.

 

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Disclaimer: The stocks, companies, or financial instruments mentioned in this blog are for informational purposes only and should not be considered as investment recommendations. It is advised to consult with your financial advisor before making any investment decisions. Investment in securities markets are subject to market risks, read all the related documents carefully before investing. Investors are strongly encouraged to carefully read the risk disclosure documents prior to participating in market-related investments or trading activities. Due to the volatile nature of financial markets, no guarantees can be made regarding investment returns. Motilal Oswal Financial Services Ltd. does not offer any assured returns on market-linked securities. Please note that past performance of stocks or indices is not indicative of future results.
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