Not Your Father's Stock Market

Monday, February 11, 2019

Dear Friends,

Not Your Father's Stock Market

JPMorgan estimates that only roughly 10 percent of US equity trading is now by traditional, “discretionary” traders, as opposed to systematic, rules-based ones, like exchange-traded funds, advisers who make rules-based ETF investments and computer-driven hedge funds. Source: Financial Times, Robin Wigglesworth, June 14, 2017

Stock markets have changed with the invention of:

  1. High frequency trading,

  2. Computer trading,

  3. Algorithmic trading,

  4. Black box trading, etc., etc.

Does Stock Market Volatility Make you Anxious?

  1. 40% of Americans say YES

Consider Our Volatility Target Model Portfolios – A Cutting Edge, Innovative, Quantitative Investment Strategy

  1. You do not have to endure volatility that varies greatly from calm to turbulent

  2. When markets are calm, we dial up the stock %

  3. When markets are turbulent, we dial down the stock %

Don’t Put up With Huge Stock Market Volatility.

Put An End to Stock Market Anxiety.

See the attached white paper that explains our VT Model Portfolios.

Call us NOW at 1-800-578-3181 for an easy-to-understand, down-to earth explanation.

See the chart below of the weekly S&P 500 index for the past 20 years:

  1. Black line is the S&P 500 index of Large US Companies,

  2. Red line is the VIX index, a measure of volatility – note how volatility varies so much, from calm to turbulent

  3. Green line is the correlation between the S&P 500 index and the VIX index. Note that, during the vast majority of the past 20 years, they are inversely correlated. That is, when volatility goes up, stocks tend to go down, and vice versa – that surely makes the case for Volatility Targeting.


Founded in 1992, Jackson Wealth Management is an independent, fee-only investment advisor. Founder George P. Jackson has been the CEO/CIO of the firm since its inception with the goal of delivering value to his clients and his associates. 

Securities Offered through Triad Advisors, LLC. Member FINRA/SIPC
Advisory services offered through Jackson Wealth Management, LLC. 
Jackson Wealth Management, LLC is an affiliate of Jackson Retirement Planning, Inc.
Jackson Wealth Management, LLC is not affiliated with Triad Advisors, LLC.

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