Giralda Advisors

Over the last several months, financial advisors and ETF Strategists alike have taken calls and engaged in conversation with investors related to billionaire-investor Carl Icahn’s claims of a coming blood-bath in fixed income ETFs.   Mr. Icahn’s position is that these fixed income ETFs take what are generally low-liquidity bonds and combine them into high-liquidity  ETFs which can be  readily traded throughout the day.

Minimizing Volatility in a Global Multi-Asset Class Portfolio Volatility, as measured by the CBOE Volatility Index (VIX), has spiked markedly over the past 6 months. This has left investors looking for ways to minimize volatility in their portfolios. Assuming that an investor already has the correct asset allocation to fit their risk tolerance, there are ways to change the mix of securities to minimize volatility within an investment portfolio. First, investors can own cash.