More From BlackRock-iShares-ETFs
Why you should start investing early
It’s beneficial to start investing early. The longer the period you invest, the higher the returns will be exponentially.
To keep up with inflation, invest in equities
The S&P 500 will not only keep up with inflation but also gives returns that are much higher than inflation rates.
Equities are the best performing asset class in the long term
The CAGR for equity for the last 20 years is 7.8%. Equities outperformed investment-grade corporate bonds. Equities are the best performing asset class.
Why young investors are keeping cash under the mattress
Not only are young individuals scared of investing in equities, they’re also hoarding cash under the mattress in case a similar crisis should reoccur.
What proportion of equity should you have?
It’s been said the amount of equity you should hold in your portfolio is inversely proportional to your age. The proportion of equity is 100 minus your age.
Why stock ownership has dipped in the United States
The percentage of stock ownership has been dipping since the financial crisis. Currently, it stands at 54%, much lower than the 65% pre-crisis level.
Minimum volatility funds help reduce your portfolio’s gutter balls
Minimum volatility indexes seek to minimize the effects of the occasional gutter ball, allowing investors to focus more on their long-term investment objectives – the pins at the end of the alley.
Why minimum volatility funds have outperformed the S&P 500
So if a min vol strategy tends to outperform the broader equity markets when volatility is on the rise, yet underperform when volatility abates, wouldn’t it just be a wash? Not so fast.
How minimum volatility funds perform during high volatility
When the equity markets were dropping, the min vol index acted as a cushion in these volatile markets, providing stronger relative performance.
Are minimum volatility funds like bowling with bumpers?
“Minimum volatility” is often misunderstood as an investment that’s only useful during volatile markets, but there’s more to the story.