Stockchase Opinions

Stan Wong iShares MSCI USA Minimum Volatility Index USMV-N TOP PICK Jul 04, 2019

For late cycle. Basket of US stocks with low volatility characteristics. Global cycle is maturing, economic uncertainties. Lower beta. Waste Management, Coca-Cola, Visa, Pfizer, Macdonald's.
$62.990

Stock price when the opinion was issued

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TOP PICK

One of his current themes is to build in more portfolio resilience and protect on the downside. US stocks with lower volatility characteristics than S&P. Geopolitical risks are rising. Names inclue Visa, Coca-Cola, Verizon. Not an expensive MER.

TOP PICK
Safer part of the barbell approach. US equities that have lower volatility than the broader market. Has outperformed the S&P, with lower volatility. With the economic cycle maturing, you have to have an allocation to safer stuff, whether defensive growth or minimum volatility. Yield is 1.96%.
PAST TOP PICK
(A Top Pick Oct 24/19, Up 4%) Has underperformed as of late, because of the tech push, but longer term it's had lower volatility. Makes sense for those investors who want less octane in the portfolio, but returns that follow the S&P.