Since earlier this year, investors sought refuge in Low Volatility S&P 500 stock ETF’s (exchange-traded funds). Unfortunately many of those ETF’s returns have dropped. Our “Lo-Vol Stock Model'' has been holding its own all year long next to the S&P 500.—More performance; less volatile.
(*SPX represents the S&P 500 ticker GSPC. Performance shown above is based on an unfunded stock model & does not constitute a composite for purposes of GIPS reporting. To track the actual performance of this stock model, one would have to own all the identical shares owned during the time period depicted here.)
Investment Advisory Services are offered through Bearing Financial Advisors, LLC, a Registered Investment Advisor.