Leo's avatar
$2.1m follower assets
Low-Vola Returns
Upon request, I built an ETF portfolio. However, the focus was on income with low volatility.

I went with:

  • 40% - Vanguard Dividend Appreciation ETF (VIG)
  • 20% - iShares US Aggregate Bond ETF (AGG)
  • 20% - SPDR S&P Dividend ETF (SDY)
  • 10% - Vanguard Real Estate ETF (VNQ)
  • 10% - SPDR Gold Shares (GLD)

These are the results:

Nathan Worden's avatar
This was a fun read— I see the appeal of half the volatility of the market. And the tradeoff of 350 basis points of underperformance vs the market each year makes sense. More safety, less volatility, and a bit less returns. Perfect for some people.
Nathan Worden's avatar
Actually— probably perfect for more people than one would think. There’s a lot of people who found out in 2022 that they would have appreciated lower volatility overall.



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