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.”
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.
Consider risk‑adjusted portfolios.
Themes
Mood
Type
When to use this quote
- retirement planning
- asset allocation
- market downturns
- advisor meetings
Key Concepts
Questions to Reflect On
- Do you prioritize stability over growth?
- How does market volatility affect your risk tolerance?
Low‑volatility may limit upside potential.