Using the filter function and YACKX Holdings.xlsx , what were the two Consumer Defensive equity holdings First Bought in 2009?

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The question asks to identify, among Consumer Defensive equities, which two holdings were first bought in 2009 according to a filter on YACKX Holdings.xlsx. We are given two candidate holdings: CL and WMT. Since the answer provided is CL and WMT, we will analyze each option in turn and consider why such a purchase date might apply, as well as what factors would support or challenge these choices.

Option 1: CL (Colgate-Palmolive Company)
- CL represents a well-known consumer defensive stock, focusing on everyday consumer products. In a 2009 purchase context, investors often turned to recession-resilient names with stable cash flows and strong brands. Colgate-Palmolive fits that profile, offering defensiveness during economic downturns, ongoing demand for toothpaste, soaps, and personal care products, and a long history of dividend payments. If a filter in 2009 captured a strategy prioritizing stable staples and quality brands, CL would be a plausible candidate for a first buy in that year.
- On the other hand, to confirm a 2009 first-buy date, one would need the exact transaction record showing the purchase timestamp. Without the file’s specifics, we cannot verify the precise date, but the thematic alignment with 2009’s risk-off environment makes CL a reasonable candidate for a first purchase in Consumer Defensive space.

Option 2: WMT (Walmart Inc.)
- WMT is another quintessential consumer defensive name, with a broad retail footprint and resilient demand, even during economic stress. In 2009, following the financial crisis, many portfolios sought large-cap, globally diversified retailers with cost leadership and scalable operations. Walmart’s stable earnings profile and defensive nature would make it a strong contender for an initial buy under a 2009 filtering strategy focused on high-visibility, steady performers within consumer staples and staples-adjacent retailers.
- Similar to CL, the critical requirement to claim a first buy in 2009 would be the exact transaction date recorded in the holdings file. The 2009 purchase rationale is coherent, but verification depends on the data in YACKX Holdings.xlsx.

Additional considerations that could influence the conclusion
- If the filter criteria included factors like dividend yield, payout stability, or volatility thresholds, both CL and WMT could satisfy those conditions in 2009, potentially leading to purchases of either or both.
- It’s also possible that the dataset shows multiple entries for 2009 across various consumer defensive names; the presence of exactly two holdings being first bought that year would reflect the specific filtering rules used in the analysis.
- If a reader suspects discrepancies, they should cross-check the exact first-buy dates in the file to ensure alignment with the intended filter logic (e.g., “first bought in 2009” meaning the earliest purchase date within 2009 for each ticker).

Summary reflection
- Both CL and WMT are defensively positioned and historically appealing for a 2009-era investment thesis centered on resilience and established brands. The provided answer list identifies these two tickers, which is consistent with a plausible 2009-first-buy outcome under such a strategy. Verification, however, hinges on inspecting the precise transaction dates in the supplied Holdings file to confirm the exact first-buy timestamps for CL and WMT.

BUSFIN 4201 SP2025 (4533) FORMAT & DISPLAY - QUIZ

Using the filter function and YACKX Holdings.xlsx , what were the two Consumer Defensive equity holdings First Bought in 2009?

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