1. Ready-to-Go Folios
  2. Low Volatility

RTGs:
Low Volatility

Objective

The Low Volatility folio was developed for investors seeking lower volatility in return for lower than expected market returns.

Strategy

The Low Volatility folio consists of large established companies that are significantly less volatile than the overall market. The folio has the goal of achieving about half the volatility of the market, while still retaining strategic exposure to equities to boost long-term expected return.

The folio can provide an easy hedge during an economic downturn or in periods of significant volatility, with the low cost of direct stock ownership.

Last Updated:

Category:
Inception Date:

Folio Returns
One-Month N/A
Three-Month N/A
Year-to-Date N/A
One-Year N/A
Three-Year (Annualized) N/A
Five-Year (Annualized) N/A
Since Inception N/A
Volatility N/A

Past performance is no guarantee of future results.
See how returns are calculated

* Returns reflect unfunded model performance from the Inception Date to the present. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a strategy has been updated that you place orders to update your holdings. No membership or trading fees (other than the indirect cost of the bid-ask spread applicable whenever a transaction is conducted) are included in reported performance.

Note: Tickers and weights for RTG Folios are only available when logged in.

Steps to Create This Folio

  1. We combined ETFs and individual stocks into a portfolio with a target risk level equal to half that of the S&P 500.
  2. We calculated historical risk and return projections on these securities.
  3. We then ran a quantitative analysis identifying the optimal allocations to each security while maintaining strategic exposure to equities.

Number of Securities

This folio is comprised of ETFs and the number of securities may vary.

Update Frequency

Quarterly.

If the characteristics of the Folio have changed substantially, the securities included may change. Also, corporate actions, such as a merger, or other events may cause changes to the securities held at any time. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a folio has been updated that you place orders to update your holdings. RTGs are updated using market data from multiple sources including Zacks Investment Research ( www.zacks.com ), International Data Corporation (IDC) ( www.idc.com ), and other suppliers.