Low Volatility Investing: Meaning, What is it & Does It Work?

what is low volatility

Factors, such as minimum volatility, have historically provided enhanced returns and/or reduced risk. We prefer investing in minimum volatility, rather than unintended sector bets. In times of high volatility, options are an incredibly valuable addition to any portfolio. Puts are options that give the holder the right to sell the underlying asset at a pre-determined price. If an investor is buying a put option to speculate on a move lower in the underlying asset, the investor is bearish and wants prices to fall. Similarly, predicting when a volatile stock is exhausting its current bullish momentum can mean shorting the stock, or buying puts, just as the downturn begins.

How can trading strategies help investors navigate market volatility?

In terms of advantages, the index consists of only large-cap stocks which can be comforting to most investors. Two, since it invests only in large-cap stocks, there is low liquidity risk. And finally, it is a system so there are no biases in the selection of companies. So overall, it is an index for people who are looking for long-term appreciation with relatively stable volatility.

Implementing Low-Volatility Strategies

  1. It is important to delve into an ETF’s holdings before investing despite the many upsides to these kinds of funds like diversified exposure, which minimizes single stock risk.
  2. It does this through a very focused investing approach, targeting the top 75 stocks in the S&P 500 with the highest dividend yields, though no more than 10 stocks from a single sector can be included.
  3. Trend-following is a trading strategy that involves identifying and following the prevailing market trend, either upward or downward.
  4. More simply put, volatility represents how large an asset’s prices swing around the mean price.
  5. Their relatively tranquil behavior can not only help reduce losses in a downturn – they can stay your hand, preventing you from panic selling and potentially ruining your retirement.

Bollinger Bands are often used as an indicator of the range a security trades between, with the upper the advantages of issuing bonds instead of common stock band limit indicating a potentially high price to sell at, and the lower band limit indicating a potential low price to buy at. Is a quantitative analyst and IT professional with over 30 years of experience working in technology. He is the author of three books and has been investing in data-driven systematic strategies since 2010. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Geopolitical events, such as wars, terrorist attacks, or diplomatic tensions, can significantly impact market volatility.

So if you’re looking for low-volatility ETFs that provide diversification outside of domestic stocks, EFAV is a great option. Indeed, there are still plenty of unanswered questions for investors, including those surrounding the Federal Reserve’s future monetary plans, geopolitical uncertainty and the upcoming U.S. presidential election. Volatility is often used to describe risk, but this is not necessarily always the case. Risk involves the chances of experiencing a loss, while volatility describes how much and quickly prices move. If increased price movements also increase the chance of losses, then risk is likewise increased.

Should You Go for Gold ETFs in 2025?

Low-volatility stocks are ports in a storm for investors who can’t stomach violent market swings. Their relatively tranquil behavior can not only help reduce losses in a downturn – they can stay your hand, preventing you from panic selling and potentially ruining your retirement. Jeff Reeves writes about equity markets and exchange-traded funds for Kiplinger. A veteran journalist with extensive capital markets experience, Jeff has written about Wall Street and investing since 2008.

what is low volatility

These types of short-term trades may produce smaller profits individually, but a highly volatile stock can provide almost infinite opportunities to trade the swing. Numerous lesser payoffs in a short period of time may well end up being more lucrative than one large cash-out after several years of waiting. While a highly volatile stock may be a more anxiety-producing choice for this kind of strategy, a small amount of volatility can actually mean greater profits. As the price fluctuates, it provides the opportunity for investors to buy stock in a solid company when the price is very low, and then wait for cumulative growth down the road. Many more conservative traders favor a long-term strategy called buy-and-hold, wherein a stock is purchased and then held for an extended period, often many years, to reap the rewards of the company’s incremental growth.

More investors are now warming up to the idea of investing in passively managed funds such as index funds and ETFs. If you’re looking to get back into the market in a responsible way, ‎thinktrader on the app store or if you’re simply looking to rejigger your portfolio to reflect the new reality on Wall Street, low-volatility ETFs are an interesting option. They allow investors access to the stock market, but with a lower risk profile than the typical index fund. True, the stock market has done well this year thanks to an increased appetite for riskier assets – including many high-flying growth stocks.

Temporary pops and drops in the market don’t change the long-term objective of your portfolio, making it unnecessary to change your holdings. Stay the course and know that history shows that the market always recovers. However, since the risk and volatility can be lower, the return can also be lower than more volatile offerings. Over time though, reinvested dividends can purchase additional shares of the same security, reducing risk over a long enough time frame. Bonds, bond ETFs and treasuries all serve as safe havens when the market is going down.

The volatility of a stock (or of the broader stock market) can be seen as an indicator of fear or uncertainty. Prices tend to swing more wildly (both up and down) when investors are unable to make good sense of the economic news or corporate data coming out. An increase in overall volatility can thus be a predictor of a market downturn. Government policy changes, such as tax reforms, regulatory shifts, and trade policies, can influence market volatility. These changes can create uncertainty among investors, leading to increased price fluctuations in financial markets.

Historical volatility provides insight into how volatile an asset has been in the past and can help investors make informed decisions about future price movements. Interest rate changes can cause market volatility as they impact the cost of borrowing and the discount rate used to value future cash flows. When central banks raise or lower interest rates, the market often reacts with increased price fluctuations. Market participants, such as investors and traders, closely monitor market volatility to make informed decisions and manage their risk exposure in response to changing understanding the software development life cycle market dynamics.

These strategies enable investors to take advantage of market volatility and improve their overall portfolio performance. The higher level of volatility that comes with bear markets can directly impact portfolios while adding stress to investors, as they watch the value of their portfolios plummet. This often spurs investors to rebalance their portfolio weighting between stocks and bonds, by buying more stocks, as prices fall. In this way, market volatility offers a silver lining to investors, who capitalize on the situation. Investors can find periods of high volatility to be distressing, as prices can swing wildly or fall suddenly. Long-term investors are best advised to ignore periods of short-term volatility and stay the course.

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