Individual Investors

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With interest rates hikes causing global share prices to tumble, investors are searching for other options. One potential option is low volatility companies, which are companies with share prices that move up and down less than average. And indeed, low volatility indexes have outperformed the past six months in the United States, where interest rates have started to climb. Below we look at the top 5 US low volatility stocks. They each feature in the ETFS S&P 500 High Yield Low Volatility ETF (ASX Code: ZYUS). Lockheed Martin (NYSE:LMT) ...
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Whether your goal is to build a house deposit, pay for education or create a retirement income, taking a measured approach to your investments can help. Most investors typically need to be able to preserve a certain level of capital, while also investing for long term growth or income. An enhanced core-satellite approach to building your investment portfolio can help you target your goals and manage market movements. Download the complete paper or read a summary below. What is enhanced core-satellite investing? Enhanced core-satellite investing is a two-pronged approach to portfolio construction, where the core is made up of passive exposures to major asset classes (mainly equities and fixed income) and the satellite investments are more opportunistic and designed to seek specific growth outcomes, sometimes at higher levels of risk. Satellite investments could be targeted ETFs, actively managed funds or investments in individual companies or real estate. Generally, the core might be 65-85% of the portfolio, depending on the investor’s goals, investment horizon and risk tolerance, while satellites tend to represent 15-35%[1]. ...