Stan Wong
iShares MSCI USA Minimum Volatility Index
USMV-N
PAST TOP PICK
Feb 25, 2021
(A Top Pick Feb 27/20, Up 9%) Does well in tougher environments. But the market's strong right now. When we get into trouble again, he may look at the name once more.
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.
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%.
(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.