The Panic-Proof Portfolio (Stockchase Research)
ISHARES EDGE MSCI MIN VOL GBL IDX ETF
XMW-T
TOP PICK
Jun 10, 2025
Stockchase Research Editor: Michael O'Reilly
This iShares ETF focuses on global equities (60% North American) - providing excellent market diversification. It targets companies that demonstrate lower volatility over time along with growth potential. What makes it particularly interesting is its lower volatility despite a 10% average annual growth since inception over 10 years ago. It also ranked in the top10% of an informal evaluation for minimizing losses during the market downturns in 2022 and 2018. We recommend setting a stop-loss at $50, looking to achieve $68 -- upside potential of 18%. Yield 2.3%
XWD-T An even better way to harness market beta is XMW, which a minimum-volatility index ETF and reduces the risk of high-risk stocks by excluding them. You'll get the same long-term returns, maybe higher, but at lower risk. A smoother ride.
You are buying stocks that are less vulnerable to the economic cycle. If markets go down then these go down less. This is not a bad factor in selecting investments. The quality factor is those with clean balance sheets, low leverage and good divided coverage.
This iShares ETF focuses on global equities (60% North American) - providing excellent market diversification. It targets companies that demonstrate lower volatility over time along with growth potential. What makes it particularly interesting is its lower volatility despite a 10% average annual growth since inception over 10 years ago. It also ranked in the top10% of an informal evaluation for minimizing losses during the market downturns in 2022 and 2018. We recommend setting a stop-loss at $50, looking to achieve $68 -- upside potential of 18%. Yield 2.3%