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Crisis Quote by James B. Stewart

“Low-volatility funds, which tend to smooth out performance, have been especially popular since the financial crisis. The PowerShares S&P 500 Low Volatility Fund is the oldest, begun in 2011.” quote by James B. Stewart
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“Low-volatility funds, which tend to smooth out performance, have been especially popular since the financial crisis. The PowerShares S&P 500 Low Volatility Fund is the oldest, begun in 2011.”

James B. Stewart

About This Quote

Source Book: “The Big Short”, 2010

Low‑volatility funds aim to reduce risk by smoothing returns, gaining popularity after market turmoil.

In simple terms: These funds seek steadier returns.

Key Takeaway

Consider risk‑adjusted portfolios.

Themes

finance risk investment

Mood

cautious analytical

Type

financial educational

When to use this quote

  • retirement planning
  • asset allocation
  • market downturns
  • advisor meetings

Key Concepts

volatility portfolio diversification

Questions to Reflect On

  • Do you prioritize stability over growth?
  • How does market volatility affect your risk tolerance?
A Different Perspective

Low‑volatility may limit upside potential.

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