If you are looking for the ultimate “peace of mind” strategy, you have to move beyond low-volatility equity funds like the USA Min Vol Ishares Edge MSCI ETF (USMV) and Invesco S&P 500 Low Volatility ETF (SPLV). While they typically fall less than the S&P 500 Index ($SPX) during rough markets, they still fall. A lot. And as I’ve seen over the decades, human nature is such that we like to keep score in percentage terms on the way up.
But on the way down, it is more a matter of “I lost how many thousands of dollars?!” That expression is often followed by language typically reserved for raunchy comedians or perhaps a politician.
