For long-term investing: Stay with best & volatility will be taken care of. 7 large-caps from different sectors with upside potential of up to 29%

In the short term, stock prices are impacted by many factors that have nothing to do with the fundamentals of companies or sectors. But in the long term, it is earnings that matter. And earnings depend on many things – from whether the business is cyclical to how the sector is impacted by global events. There is, however, another, qualitative, factor: Quality of management. There is enough evidence to show that, finally, it is quality of management which matters, and if management has the experience of dealing with all kinds of economic cycles, then all the volatility in the stock market is a minor issue.