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10 Stocks Riding the Weight-Loss Drug Boom |
Everyone knows the two drugmakers behind the weight-loss drug boom. |
But the opportunity may be much bigger than those two names. |
A market this size needs manufacturers, ingredient suppliers, delivery devices, and telehealth platforms writing the prescriptions. |
Our research desk mapped that supply chain and identified 10 publicly traded companies positioned to benefit as the market grows. |
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⚖ The Mix You Chose Is Not the Mix You Own |
A strong year moves your allocation for you. What to do about that, and what not to. |
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Set a mix and leave it alone, and the market will change it for you. That is the quiet arithmetic behind a year like this one. Through Thursday, the S&P 500 fund most people hold sat about 14.7% above where it ended 2025. The 10-year Treasury note closed the same afternoon at 4.645%, down about four basis points after a cooler reading on wholesale inflation. Stocks did nearly all of the moving. The bond side of most portfolios spent the year doing what bonds are supposed to do, which is not much. |
Run that through a plain sixty-forty portfolio and the drift shows up quickly. Take a $500,000 account that started the year with $300,000 in stocks and $200,000 in bonds, and assume the bond side simply collected its coupons and held its value. The stock side would be worth roughly $344,000 now. That puts the account closer to sixty-three-thirty-seven than to sixty-forty. Nobody made that decision. It happened in the background while the account holder was doing something else entirely. |
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Whether three points of drift matters is a personal question, and for most people the honest answer is not much and not yet. The reason to look is not the number itself. It is that identical drift means different things at different ages. William Bengen, the financial planner who published the original safe-withdrawal study in 1994, built his 4% rule around exactly this problem: not the average return a portfolio earns, but the order the returns arrive in. Someone at 45 holding more stock than planned has decades for a rough stretch to sort itself out. Someone at 72 drawing forty thousand a year from the same account is spending through it while it happens. Same arithmetic, different consequence, and neither one is an emergency. |
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ADVERTISEMENT · BROWNSTONE RESEARCH |
Twenty Winning Years, and a View on Where Money Goes Next |
Larry Benedict runs a trading operation with twenty consecutive winning years behind it, measured on a return-on-cash basis. His current briefing is less about any single prediction than about how capital rotates. Money leaving one part of the market has to arrive somewhere else, and he lays out where he believes it lands, along with the one instrument he thinks absorbs the flow. |
Read the briefing |
Paid advertisement from Brownstone Research. Results described are those of a single individual and are not typical. Past performance is not indicative of future results. All investing involves risk of loss including total loss of principal. Not investment advice. |
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💵 INCOME WATCH |
Declared. Quiet. No new dividend declarations among the names we follow on Thursday or Friday. The most recent was UnitedHealth Group on August 11, at $2.32 a share. That is the third straight quarter at that level, after $2.21 in March, and it is payable September 22. |
Ex-dates ahead.
Exxon Mobil · $1.03 · ex-dividend Monday, August 17 · declared July 30 · payable September 10
Southern Company · 76 cents · ex-dividend Monday, August 17 · declared July 20 · payable September 8
Chevron · $1.78 · ex-dividend Wednesday, August 19 · declared July 29 · payable September 10
Aflac · 61 cents · ex-dividend Wednesday, August 19 · declared August 6 · payable September 1 |
Yield check. The 10-year Treasury closed Thursday at 4.645%. Schwab's US Dividend Equity ETF carries a declared forward annual rate of $1.047 a share, which has been running near a 3% yield. |
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A yield check is one way to size up an income holding. The payment record is another, and it usually says more. |
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🧾 THE STEADY · COCA-COLA (KO) |
36 years
The dividend file goes back to March 1990 and shows a payment in every quarter since, straight through to the September 15 ex-date now on the calendar. |
$0.44 → $0.53
The quarterly amount has risen every year since the two-for-one split in August 2012: 44 cents in 2022, then 46, then 48.5, then 51, then 53 this year. |
$2.12
The declared forward annual rate, which has been running near a 2.4% yield. That is a little more than half what the 10-year paid on Thursday. |
$65.35–$90.92
The 52-week range, with 47 cents of every dollar of earnings currently going out as dividend. |
Half the current income of a Treasury, in exchange for a payment the record shows going up rather than staying fixed. It is a core holding, not an income solution. Worth knowing which one you bought it for. |
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That is the week in income. Here is what is already on the schedule. |
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📅 TOMORROW'S CALENDAR |
Saturday and Sunday · Markets closed. Nothing on the calendar and nothing to do. |
Monday, 9:30 a.m. ET · Trading reopens. Exxon Mobil and Southern Company both go ex-dividend, so buyers on Monday miss the September payment. Procter & Gamble's August dividend reaches accounts the same day. |
Wednesday, 9:30 a.m. ET · Chevron and Aflac go ex-dividend, with both payments landing in the first ten days of September. |
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None of that requires a decision this weekend. If you want to do one useful thing before Monday, pull up your accounts and work out what share of them sits in stocks right now, then compare it against the number you had in mind when you set the thing up. You do not have to act on the gap. You only have to know it is there. Most people never look, and the looking is the part that costs nothing. |
Have you checked your stock-and-bond split this year, or is it still the number you set? Drop me a reply. |
— Randy Cole, Editor |
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P.S. Our SpaceX briefing page lays out what the listing actually changed for ordinary investors. Take a look here. (Ad) Separately, our Early Bird desk will text you when something on next week's calendar genuinely matters, and stay quiet otherwise. Add your number. Free, two to three texts a week, opt out anytime. |
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