iShares MSCI USA Minimum Volatility

XMU-T

Analysis and Opinions about XMU-T

Signal
Opinion
Expert
BUY
BUY
April 29, 2019
Is buying three low-vol ETFs--XMU, XMI and XMW with a long-term treasury bond--in a recession a good strategy? He likes that. We're late in the cycle perhaps facing contraction in the near future. A good stategy is low-vol, because these stocks are less sensitive to the economic cycle. It doesn't mean that these low-vol ETFs will go up, but they will be relatively stable. So, in a recession, consumer staples are a good buy, because--for example--people will stay in and cook rather than dine out.
Show full opinionHide full opinion
Is buying three low-vol ETFs--XMU, XMI and XMW with a long-term treasury bond--in a recession a good strategy? He likes that. We're late in the cycle perhaps facing contraction in the near future. A good stategy is low-vol, because these stocks are less sensitive to the economic cycle. It doesn't mean that these low-vol ETFs will go up, but they will be relatively stable. So, in a recession, consumer staples are a good buy, because--for example--people will stay in and cook rather than dine out.
PAST TOP PICK
PAST TOP PICK
July 4, 2016

(A Top Pick Aug 17/15. Up 8.77%.) Minimum volatility is the way of playing the market that a lot of people hadn’t really thought about. A lot of people were concerned about markets being frothy. If you are concerned about volatility, using low volatility products might give you a little less on the upside, but you will also get less if things drop as well.

Show full opinionHide full opinion

(A Top Pick Aug 17/15. Up 8.77%.) Minimum volatility is the way of playing the market that a lot of people hadn’t really thought about. A lot of people were concerned about markets being frothy. If you are concerned about volatility, using low volatility products might give you a little less on the upside, but you will also get less if things drop as well.

WEAK BUY
WEAK BUY
June 2, 2016

They are pretty good for nervous clients. The valuations are a lot higher because everybody likes this. He only buys this for a particularly risk adverse client.

Show full opinionHide full opinion

They are pretty good for nervous clients. The valuations are a lot higher because everybody likes this. He only buys this for a particularly risk adverse client.

John Hood

Unlock Ratings

Price
$39.890
Owned
Unknown
TOP PICK
TOP PICK
August 17, 2015

If you are looking at a way to buy the US market in order to minimize exposure to Canada, this one gives you exposure to US stocks without having to deal with the ups and downs in what might be a volatile market going forward, you are at least getting exposure with less volatility. This is not currency hedged, so you may want to watch that because at some point he thinks currencies might start to go the other way.

Show full opinionHide full opinion

If you are looking at a way to buy the US market in order to minimize exposure to Canada, this one gives you exposure to US stocks without having to deal with the ups and downs in what might be a volatile market going forward, you are at least getting exposure with less volatility. This is not currency hedged, so you may want to watch that because at some point he thinks currencies might start to go the other way.

PAST TOP PICK
PAST TOP PICK
September 9, 2013

(A Top Pick September 4/12. Up 18.44%.) This is the way to get exposure to the US. Biggest market globally with less volatility. We didn’t need it this year because the market went up.

Show full opinionHide full opinion

(A Top Pick September 4/12. Up 18.44%.) This is the way to get exposure to the US. Biggest market globally with less volatility. We didn’t need it this year because the market went up.

COMMENT
COMMENT
September 17, 2012

This is quite new and he likes the concept of getting a lower beta portfolio i.e. less volatile. It’s a new product, so don’t expect miracles. There will be light volume on it because people are just getting used to these things.

Show full opinionHide full opinion

This is quite new and he likes the concept of getting a lower beta portfolio i.e. less volatile. It’s a new product, so don’t expect miracles. There will be light volume on it because people are just getting used to these things.

John Hood

Unlock Ratings

Price
$19.800
Owned
Unknown
TOP PICK
TOP PICK
September 4, 2012

This is a new ETF with minimum volatility of US stocks. Broadly diversified.

Show full opinionHide full opinion

This is a new ETF with minimum volatility of US stocks. Broadly diversified.

Showing 1 to 7 of 7 entries
  • «
  • 1
  • »