Market jitters return on fresh U.S.-Iran tensions. Energy, dividend, low-volatility and defensive ETFs could help investors navigate renewed uncertainty.
War risks linger despite rally. Volatility stays elevated as the outlook remains unclear -- making low-volatility ETFs like USMV a compelling defensive play now.
The VIX has climbed 41% in a single month, sitting at 26.95 and in the 93rd percentile of the past year's readings.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SH Suzanne Hornick ASSET PLANNING Corp.ORATION | 2,372 | $229,870.52 | $295,266.56 | $65,396.04 | 28.45% |
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 6,038 | $655,597.64 | $751,610.24 | $96,012.6 | 14.65% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 83,306 | $10.02M | $10.55M | $538,983.2 | 5.38% |
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 1,943 | $220,626.23 | $245,264.89 | $24,638.66 | 11.17% |
| MM Mary McCraw ARKANSAS FINANCIAL GROUP Inc. | 11,493 | $1.1M | $1.43M | $326,459.94 | 29.57% |
| BATS Exchange | US Country |
The fund described is focused on investing a significant portion of its assets in securities that are part of a specific underlying index. This index is designed to reflect the performance of equity securities across both developed and emerging markets, offering a special emphasis on those securities that exhibit lower volatility compared to the broader large- and mid-cap markets globally. By aiming to mirror the economic characteristics of its underlying index's components, the fund seeks to provide investors with a potentially more stable investment option amidst the varying dynamics of global equity markets.
This product involves replicating the performance of an underlying index by investing at least 80% of the fund's assets in the corresponding component securities. It's designed for investors seeking exposure to equity markets with a strategy that mitigates volatility through focus on lower-risk securities within developed and emerging markets.
By focusing on a mix of developed and emerging markets equity securities that exhibit lower volatility, the fund offers a diversified portfolio option. This approach aims to capture growth opportunities across global markets while attempting to reduce the potential downside associated with higher-volatility investments.