More From Sara Shores
Times Like These Call for Factor Funds
Factor funds allow you to get diversified exposure to sectors based on your outlook. For example, tech stocks have outperformed the broader markets due to superior earnings growth.
Company & Industry Overviews
Adding a Factor Fund Gives You Tactical Exposure
Each factor fund has a mandate like any other kind of fund. For example, the iShares MSCI USA Momentum Factor ETF (MTUM) gives you exposure to US stocks demonstrating relatively high price momentum.
Adding Factor Funds Could Help Your Portfolio
Factor funds include the iShares MSCI USA Value Factor ETF (VLUE), the iShares MSCI USA Quality Factor ETF (QUAL), and the iShares MSCI USA Size Factor ETF (SIZE).
What the Disparity in Policies Means to Your Investments
Volatility is born from uncertainty: the heightened level of risk we see in capital markets is driven by the divergence across today’s global economy.
Another Way to Hedge Against Volatility
Historically the min vol index has generally out-performed the S&P 500 in months when volatility was rising.
Minimum Volatility: Strategy for Market Ups and Downs
While the minimum volatility indices limit the downside returns of their standard index counterparts, they also capture a good chunk on the upside.
How You Can Guard Against Volatility
The volatility index or the VIX is often called a “fear gauge.” The higher the index level, the riskier investors perceive the stock markets to be.