The Panic-Proof Portfolio (Stockchase Research)Invesco S&P500 Low Volatility ETFULV.F.TOTOP PICKDec 11, 2025

Our PAST TOP PICK with ULV.F has triggered its stop at $50.  To remain disciplined, we recommend covering the position at this time.  Combined with our previous guidance, this will result in a net investment loss of 1%.  

We again reiterate ULV.F as a TOP PICK.  Holding the lowest volatile stocks of the S&P500 and a beta below 0.25, this ETF is a good defensive holding and has a low MER.  We recommend trailing up the stop (from $46) to $50, looking to achieve $60 - upside potential over 16%.  Yield 1.8%

ULV.F is a low-MER (0.3%) ETF that holds the 100 least volatile stocks in the S&P500 -- as such it has a lower market beta and is a good defensive holding in the event of a market draw down.  We recommend setting a stop-loss at $46, looking to achieve $59 -- upside potential of 18%.  Yield 1.86%

This ETF replicates the index of the 100 lowest volatility stocks on the S&P500.  It is broad based across the largest sectors with equal holdings in companies like Coca-Cola, Berkshire Hathaway, Colgate-Palmolive and Visa.  We like that the fund defends well during severe market retracements like 2018 and 2022, while still allowing for strong capital growth.  We recommend setting a stop-loss at $46, looking to achieve $59 -- upside potential of 18%.  Yield 1.3%