| Ticker | Company | Zen Rating | Price | Value | Graham Fair Value | Graham Fair Value % | P/E | Forward P/E | P/S | P/B | PEG | Free Cash Flow | Free Cash Flow Yield | Book Value | BVPS | EV | EV/EBITDA |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MUZE | MUZERO ACQUISITION CORP | $9.94 | N/A | N/A | N/A | N/A | N/A | -45.20x | N/A | N/A | N/A | -$6.01M | -0.31 | $270.64M | N/A | ||
| LWAC | LIGHTWAVE ACQUISITION CORP | $10.21 | N/A | N/A | 60.06x | N/A | N/A | -44.32x | N/A | -$649.85k | -0.22% | -$6.93M | -0.23 | $306.44M | 56.37 | ||
| CSHR | COINSHARES PLC | $3.97 | N/A | N/A | 2.28x | 6.49x | 1.58x | 0.24x | N/A | $123.24M | 47.15% | $476.97M | 7.25 | $251.58M | 2.00 | ||
| VHCP | VINE HILL CAPITAL INVESTMENT CORP II | $9.98 | N/A | N/A | N/A | N/A | N/A | -52.91x | N/A | N/A | N/A | -$5.78M | -0.19 | $303.71M | N/A | ||
| NTWO | NEWBURY STREET II ACQUISITION CORP | $10.63 | $4.73 | 124.61% | 40.88x | N/A | N/A | -46.60x | 1.06x | -$631.31k | -0.24% | -$5.50M | -0.23 | $255.86M | 40.47 | ||
| GSRVU | GSR V ACQUISITION CORP | $10.06 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -$9.04k | -0.00 | N/A | N/A | ||
| KOYN | CSLM DIGITAL ASSET ACQUISITION CORP III LTD | $10.13 | N/A | N/A | -13.69x | N/A | N/A | -46.46x | N/A | N/A | N/A | -$6.88M | -0.22 | $316.88M | N/A | ||
| ADAC | AMERICAN DRIVE ACQUISITION CO | $10.03 | N/A | N/A | N/A | N/A | N/A | -30.85x | N/A | N/A | N/A | -$9.35M | -0.41 | $287.37M | N/A | ||
| EGHA | EGH ACQUISITION CORP | $10.32 | N/A | N/A | 43.00x | N/A | N/A | -38.33x | N/A | -$1.03M | -0.48% | -$5.52M | -0.27 | $211.10M | 47.44 | ||
| OCAC.U | OCEAN CAPITAL ACQUISITION CORP | $10.18 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -$330.32k | -0.12 | N/A | N/A | ||
| PAII | PYROPHYTE ACQUISITION CORP II | $10.20 | N/A | N/A | N/A | N/A | N/A | -30.87x | N/A | N/A | N/A | -$9.01M | -0.33 | $278.16M | N/A | ||
| BURU | NUBURU INC | $0.17 | N/A | N/A | -0.19x | N/A | N/A | 13.60x | N/A | -$23.27M | -119.39% | $2.17M | 0.02 | $60.17M | -0.96 | ||
| BWIV | BLUE WATER ACQUISITION CORP IV | $9.89 | N/A | N/A | N/A | N/A | N/A | -48.91x | N/A | N/A | N/A | -$3.68M | -0.69 | $180.16M | N/A | ||
| HVII | HENNESSY CAPITAL INVESTMENT CORP VII | $10.47 | N/A | N/A | 80.54x | -102.65x | N/A | -27.02x | N/A | -$2.04M | -0.74% | -$10.08M | -0.39 | $272.14M | 83.86 | ||
| GPAT | GP-ACT III ACQUISITION CORP | $10.88 | N/A | N/A | 35.10x | N/A | N/A | -39.11x | N/A | -$328.52k | -0.08% | -$15.05M | -0.42 | $588.94M | 52.88 | ||
| ONCH | 1RT ACQUISITION CORP | $10.24 | N/A | N/A | 48.76x | N/A | N/A | -27.57x | N/A | -$685.20k | -0.31% | -$8.01M | -0.37 | $220.61M | 80.29 | ||
| MAYS | MAYS J W INC | $44.60 | N/A | N/A | -76.90x | N/A | 4.19x | 1.74x | N/A | -$3.01M | -3.35% | $51.70M | 25.65 | $117.54M | 129.44 | ||
| MACI | MELAR ACQUISITION CORP I | $10.79 | N/A | N/A | 49.05x | N/A | N/A | -30.21x | N/A | -$681.99k | -0.30% | -$7.72M | -0.36 | $237.15M | 43.67 | ||
| JENA | JENA ACQUISITION CORP II | $10.33 | N/A | N/A | -344.33x | N/A | N/A | -21.87x | N/A | -$668.88k | -0.22% | -$13.68M | -0.47 | $298.56M | -422.01 | ||
| APXT | APEX TREASURY CORP | $10.06 | N/A | N/A | N/A | N/A | N/A | -35.25x | N/A | N/A | N/A | -$13.12M | -0.29 | $461.60M | N/A | ||
| OYSE | OYSTER ENTERPRISES II ACQUISITION CORP | $10.28 | N/A | N/A | 41.12x | N/A | N/A | -43.06x | N/A | -$173.42k | -0.05% | -$8.10M | -0.24 | $347.95M | 44.07 | ||
| LPBB | LAUNCH TWO ACQUISITION CORP | $10.69 | $3.81 | 180.58% | 35.63x | N/A | N/A | -28.09x | 1.61x | -$604.94k | -0.20% | -$10.94M | -0.38 | $307.20M | 35.51 | ||
| DBCA | D BORAL ACQUISITION I CORP | $9.97 | N/A | N/A | N/A | N/A | N/A | 587.00x | N/A | N/A | N/A | $734.95k | 0.03 | $430.90M | N/A | ||
| IBAC | IB ACQUISITION CORP | $10.79 | N/A | N/A | -1,079.00x | N/A | N/A | -32.01x | N/A | -$1.52M | -2.47% | -$1.69M | -0.30 | $54.03M | 36.95 | ||
| SFWL | SHENGFENG DEVELOPMENT LTD | $0.85 | $1.14 | -25.46% | 6.08x | N/A | 0.12x | 0.53x | 0.70x | -$2.63M | -3.76% | $131.92M | 1.60 | $126.96M | 4.50 | ||
| DYNC | DYNAMIX CORP | $10.80 | N/A | N/A | -72.00x | N/A | N/A | -13.79x | N/A | -$1.75M | -0.73% | -$17.33M | -0.78 | $238.89M | -75.41 | ||
| IPVVU | INTERPRIVATE INVESTMENT PARTNERS V INC | $9.91 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -$24.99k | -0.01 | N/A | N/A | ||
| BKHA | BLACK HAWK ACQUISITION CORP | $12.14 | N/A | N/A | 86.71x | N/A | N/A | -11.16x | N/A | -$596.51k | -1.19% | -$4.52M | -1.09 | $51.24M | 60.58 | ||
| SCPQ | SOCIAL COMMERCE PARTNERS CORP | $9.96 | N/A | N/A | N/A | N/A | N/A | -47.66x | N/A | N/A | N/A | -$2.86M | -0.21 | $135.76M | N/A | ||
| EVOX | EVOLUTION GLOBAL ACQUISITION CORP | $10.01 | N/A | N/A | N/A | N/A | N/A | -36.95x | N/A | N/A | N/A | -$8.67M | -0.27 | $319.31M | N/A | ||
| BIXI | BITCOIN INFRASTRUCTURE ACQUISITION CORP LTD | $10.00 | N/A | N/A | N/A | N/A | N/A | -54.39x | N/A | N/A | N/A | -$6.36M | -0.21 | $343.51M | N/A | ||
| NBRG | NEWBRIDGE ACQUISITION LTD | $9.98 | N/A | N/A | N/A | N/A | N/A | 14.65x | N/A | N/A | N/A | $5.14M | 0.97 | $75.81M | N/A | ||
| DNMX | DYNAMIX CORP III | $10.01 | N/A | N/A | N/A | N/A | N/A | -37.18x | N/A | N/A | N/A | -$7.22M | -0.27 | $267.59M | N/A | ||
| BAYA | BAYVIEW ACQUISITION CORP | $11.98 | N/A | N/A | -18.72x | N/A | N/A | -5.35x | N/A | -$2.41k | -0.01% | -$6.14M | -2.24 | $34.68M | -112.36 | ||
| HTCO | HIGH-TREND INTERNATIONAL GROUP | $4.28 | N/A | N/A | -1.02x | N/A | 0.11x | 3.66x | N/A | $4.63M | 19.77% | $7.88M | 1.44 | $18.78M | -0.88 | ||
| NHP | NATIONAL HEALTHCARE PROPERTIES INC | $14.37 | N/A | N/A | -5.53x | N/A | 1.19x | 0.69x | N/A | -$75.09M | -18.44% | $592.16M | 20.90 | $1.35B | 18.33 | ||
| IGAC | INVEST GREEN ACQUISITION CORP | $10.02 | N/A | N/A | N/A | N/A | N/A | -34.05x | N/A | N/A | N/A | -$7.02M | -0.29 | $239.37M | N/A | ||
| BPAC | BLUEPORT ACQUISITION LTD | $10.12 | N/A | N/A | N/A | N/A | N/A | 30.87x | N/A | N/A | N/A | $2.42M | 0.33 | $74.63M | N/A | ||
| RDAG | REPUBLIC DIGITAL ACQUISITION CO | $10.32 | N/A | N/A | 34.40x | N/A | N/A | -32.75x | N/A | -$535.77k | -0.14% | -$11.82M | -0.32 | $386.13M | 37.42 | ||
| KCHV | KOCHAV DEFENSE ACQUISITION CORP | $10.39 | N/A | N/A | 41.56x | N/A | N/A | -55.09x | N/A | N/A | N/A | -$6.46M | -0.19 | $355.48M | N/A | ||
| ARTC | ART TECHNOLOGY ACQUISITION CORP | $9.91 | N/A | N/A | N/A | N/A | N/A | -42.74x | N/A | N/A | N/A | -$8.08M | -0.25 | $342.59M | N/A | ||
| WSTN | WESTIN ACQUISITION CORP | $10.08 | N/A | N/A | -37.06x | N/A | N/A | 19.48x | N/A | -$288.37k | -0.39% | $4.17M | 0.57 | $81.28M | 163.91 | ||
| MMTX | MILUNA ACQUISITION CORP | $10.10 | N/A | N/A | 101.00x | N/A | N/A | -643.84x | N/A | -$335.27k | -0.38% | -$138.49k | -0.02 | $88.69M | 117.65 | ||
| CRAC | CROWN RESERVE ACQUISITION CORP I | $10.12 | N/A | N/A | N/A | N/A | N/A | -71.58x | N/A | -$262.20k | -0.12% | -$3.16M | -0.15 | $226.26M | N/A | ||
| XCBE | X3 ACQUISITION CORP LTD | $9.93 | N/A | N/A | N/A | N/A | N/A | -62.59x | N/A | N/A | N/A | -$4.46M | -0.20 | $278.36M | N/A | ||
| FVAV | FORTRESS VALUE ACQUISITION CORP V | $10.11 | N/A | N/A | N/A | N/A | N/A | -24.30x | N/A | N/A | N/A | -$15.04M | -0.90 | $364.29M | N/A | ||
| XSLL | XSOLLA SPAC 1 | $9.92 | N/A | N/A | N/A | N/A | N/A | 173.34x | N/A | N/A | N/A | $1.58M | 0.07 | $272.84M | N/A | ||
| CHEC | CHENGHE ACQUISITION III CO | $10.17 | N/A | N/A | N/A | N/A | N/A | -38.14x | N/A | N/A | N/A | -$4.61M | -0.27 | $175.09M | N/A | ||
| AACI | ARMADA ACQUISITION CORP III | $9.96 | N/A | N/A | N/A | -83.07x | N/A | -37.06x | N/A | N/A | N/A | -$9.15M | -0.47 | $338.03M | N/A | ||
| PALO | PALOMA ACQUISITION CORP I | $9.90 | N/A | N/A | N/A | N/A | N/A | -39.30x | N/A | N/A | N/A | -$5.36M | -0.48 | $209.57M | N/A | ||
| MTAL | METALS ACQUISITION CORP II | $10.20 | N/A | N/A | N/A | 8.91x | N/A | -44.46x | N/A | N/A | N/A | -$7.03M | -0.61 | $310.64M | N/A | ||
| ALIS | CALISA ACQUISITION CORP | $10.14 | N/A | N/A | N/A | N/A | N/A | 6,892.08x | N/A | N/A | N/A | $12.40k | 0.00 | $85.19M | N/A | ||
| AIDX | 20/20 BIOLABS INC | $0.66 | N/A | N/A | N/A | N/A | N/A | 2.74x | N/A | N/A | N/A | $2.55M | 0.33 | $3.71M | N/A | ||
| HAVA | HARVARD AVE ACQUISITION CORP | $10.09 | N/A | N/A | N/A | N/A | N/A | -53.86x | N/A | N/A | N/A | -$3.88M | -0.19 | $209.12M | N/A | ||
| NHIC | NEWHOLD INVESTMENT CORP III | $10.93 | N/A | N/A | 57.53x | N/A | N/A | -37.24x | N/A | -$1.14M | -0.38% | -$8.10M | -0.29 | $301.18M | 57.60 | ||
| CAPN | CAYSON ACQUISITION CORP | $11.03 | N/A | N/A | 58.05x | N/A | N/A | -16.90x | N/A | -$250.75k | -0.30% | -$3.45M | -0.46 | $59.59M | 40.12 | ||
| NPAC | NEW PROVIDENCE ACQUISITION CORP III | $10.37 | N/A | N/A | 39.88x | N/A | N/A | -29.65x | N/A | -$1.09M | -0.27% | -$13.43M | -0.35 | $397.79M | 43.67 | ||
| RAC | RITHM ACQUISITION CORP | $10.45 | N/A | N/A | 29.86x | N/A | N/A | -39.96x | N/A | -$690.02k | -0.22% | -$7.69M | -0.26 | $307.18M | 34.09 | ||
| CRAN | CRANE HARBOR ACQUISITION CORP II | $10.12 | N/A | N/A | N/A | N/A | N/A | -37.48x | N/A | N/A | N/A | -$12.66M | -0.27 | $472.68M | N/A | ||
| BLUW | BLUE WATER ACQUISITION CORP III | $10.32 | N/A | N/A | -15.40x | N/A | N/A | -35.91x | N/A | -$1.02M | -0.31% | -$9.28M | -0.29 | $333.50M | 50.01 | ||
| AIIA | AI INFRASTRUCTURE ACQUISITION CORP | $10.20 | N/A | N/A | N/A | N/A | N/A | 205.51x | N/A | -$148.11k | -0.08% | $957.41k | 0.05 | $195.64M | N/A | ||
| GTEN | GORES HOLDINGS X INC | $10.39 | N/A | N/A | -9.44x | N/A | N/A | -16.59x | N/A | -$1.23M | -0.26% | -$28.22M | -0.63 | $467.67M | 65.67 | ||
| CEPV | CANTOR EQUITY PARTNERS V INC | $10.30 | N/A | N/A | 51.50x | N/A | N/A | 1,888.61x | N/A | N/A | N/A | $173.38k | 0.01 | $327.43M | N/A | ||
| TRGS | TRG LATIN AMERICA ACQUISITIONS CORP | $9.88 | N/A | N/A | N/A | N/A | N/A | -23.18x | N/A | N/A | N/A | -$11.09M | -0.91 | $255.83M | N/A | ||
| TACO | BERTO ACQUISITION CORP | $10.39 | N/A | N/A | 30.56x | N/A | N/A | -31.99x | N/A | -$1.36M | -0.35% | -$12.19M | -0.33 | $389.61M | 38.53 | ||
| NWAX | NEW AMERICA ACQUISITION I CORP | $10.14 | N/A | N/A | N/A | N/A | N/A | 872.32x | N/A | N/A | N/A | $578.88k | 0.01 | $504.12M | N/A | ||
| LOBO | LOBO TECHNOLOGIES LTD | $0.79 | N/A | N/A | -1.52x | N/A | 0.35x | 1.42x | N/A | -$2.13M | -25.89% | $6.99M | 0.67 | $13.70M | -5.46 | ||
| KEYYU | KEYSTONE ACQUISITION CORP | $10.03 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -$38.85k | -0.01 | N/A | N/A | ||
| UAC | UNITED ACQUISITION CORP I | $9.93 | N/A | N/A | N/A | N/A | N/A | -98.71x | N/A | N/A | N/A | -$1.39M | -0.13 | $135.42M | N/A | ||
| QLEP.U | QUANTUM LEAP ACQUISITION CORP | $10.02 | N/A | N/A | N/A | N/A | N/A | -2,764.03x | N/A | N/A | N/A | -$100.97k | -0.02 | $279.37M | N/A | ||
| TWLV | TWELVE SEAS INVESTMENT CO III | $9.97 | N/A | N/A | N/A | N/A | N/A | -36.71x | N/A | N/A | N/A | -$6.36M | -0.27 | $233.18M | N/A | ||
| BCSS | BAIN CAPITAL GSS INVESTMENT CORP | $10.21 | N/A | N/A | N/A | N/A | N/A | -38.58x | N/A | N/A | N/A | -$15.46M | -0.27 | $595.63M | N/A | ||
| AMTD | AMTD IDEA GROUP | $0.96 | N/A | N/A | 1.99x | N/A | 0.90x | 0.07x | N/A | $7.46M | 8.17% | $1.38B | 14.37 | $332.65M | 5.07 | ||
| EQS | EQUUS TOTAL RETURN INC | $1.21 | N/A | N/A | -1.17x | N/A | 12.47x | 0.81x | N/A | $121.47M | 718.76% | $20.93M | 1.50 | $18.99M | 0.56 | ||
| ALOV | ALDABRA 4 LIQUIDITY OPPORTUNITY VEHICLE INC | $9.93 | N/A | N/A | N/A | N/A | N/A | -31.86x | N/A | N/A | N/A | -$11.69M | -0.39 | $371.49M | N/A | ||
| DSAC | DAEDALUS SPECIAL ACQUISITION CORP | $10.05 | N/A | N/A | N/A | N/A | N/A | -43.09x | N/A | N/A | N/A | -$7.94M | -0.23 | $341.11M | N/A | ||
| HLXC | HELIX ACQUISITION CORP III | $10.35 | N/A | N/A | N/A | N/A | N/A | -82.02x | N/A | N/A | N/A | -$2.78M | -0.17 | $225.95M | N/A | ||
| CKX | CKX LANDS INC | $11.64 | $18.57 | -37.31% | 8.08x | N/A | 36.15x | 1.11x | 0.36x | $8.66M | 36.22% | $21.50M | 10.47 | $8.96M | 2.33 | ||
| ACGC | ACP HOLDINGS ACQUISITION CORP | $9.94 | N/A | N/A | N/A | N/A | N/A | -8,833.41x | N/A | N/A | N/A | -$33.32k | -0.01 | $294.57M | N/A | ||
| HCAC | HALL CHADWICK ACQUISITION CORP | $10.05 | N/A | N/A | N/A | N/A | N/A | -57.28x | N/A | N/A | N/A | -$5.12M | -0.18 | $293.00M | N/A | ||
| IACQU | IRENIC ACQUISITION CORP | $10.22 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -$28.92k | -0.01 | N/A | N/A | ||
| AFJK | AIMEI HEALTH TECHNOLOGY CO LTD | $34.02 | N/A | N/A | 212.63x | N/A | N/A | -25.71x | N/A | -$415.70k | -0.39% | -$4.19M | -1.32 | $109.79M | 119.27 | ||
| FERA | FIFTH ERA ACQUISITION CORP I | $10.42 | N/A | N/A | 69.47x | N/A | N/A | -23.05x | N/A | -$648.12k | -0.20% | -$14.13M | -0.45 | $325.43M | 67.79 | ||
| ZKP | LAFAYETTE DIGITAL ACQUISITION CORP I | $9.93 | N/A | N/A | N/A | N/A | N/A | -50.86x | N/A | N/A | N/A | -$9.13M | -0.26 | $463.51M | N/A | ||
| KPET | KPET ULTRA PACELINE CORP | $10.01 | N/A | N/A | N/A | N/A | N/A | -3,693.75x | N/A | N/A | N/A | -$77.91k | -0.02 | $286.03M | N/A | ||
| COLA | COLUMBUS ACQUISITION CORP | $10.65 | N/A | N/A | 81.92x | N/A | N/A | -243.36x | N/A | -$689.81k | -1.27% | -$196.69k | -0.04 | $47.74M | 39.89 | ||
| VACI | VIKING ACQUISITION CORP I | $10.22 | N/A | N/A | N/A | N/A | N/A | -38.93x | N/A | N/A | N/A | -$8.22M | -0.26 | $319.16M | N/A | ||
| ARCL | ARC GROUP ACQUISITION I CORP | $9.91 | N/A | N/A | N/A | N/A | N/A | -2,489.02x | N/A | N/A | N/A | -$71.40k | -0.02 | $178.00M | N/A | ||
| YDES | YD BIO LTD | $2.42 | N/A | N/A | -20.17x | N/A | 268.89x | -59.99x | N/A | -$8.04M | -4.96% | -$2.86M | -0.04 | $165.31M | -20.40 | ||
| IPCX | INFLECTION POINT ACQUISITION CORP III | $10.33 | N/A | N/A | -10.43x | N/A | N/A | -25.36x | N/A | -$1.67M | -0.46% | -$14.04M | -0.41 | $355.29M | 157.20 | ||
| AMAN | AMANAT ACQUISITION CORP | $10.08 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | $5.41k | 0.00 | N/A | N/A | ||
| FMAC | FUTURE MONEY ACQUISITION CORP | $10.01 | N/A | N/A | N/A | N/A | N/A | 309.49x | N/A | N/A | N/A | $510.39k | 0.06 | $157.81M | N/A | ||
| OTGA | OTG ACQUISITION CORP I | $10.16 | N/A | N/A | N/A | N/A | N/A | 479.07x | N/A | N/A | N/A | $626.15k | 0.02 | $299.43M | N/A | ||
| PTACU | PATRIOT ACQUISITION CORP | $9.98 | N/A | N/A | -499.00x | N/A | N/A | N/A | N/A | $0.00 | 0.00% | -$50.01k | -0.01 | N/A | N/A | ||
| GSRF | GSR IV ACQUISITION CORP | $10.15 | N/A | N/A | 48.33x | N/A | N/A | -38.50x | N/A | N/A | N/A | -$7.75M | -0.26 | $297.66M | N/A | ||
| CEPF | CANTOR EQUITY PARTNERS IV INC | $10.38 | N/A | N/A | 39.92x | N/A | N/A | 166,027.71x | N/A | N/A | N/A | $3.57k | 0.00 | $593.38M | N/A | ||
| TRAD | APEX TECH ACQUISITION INC | $9.93 | N/A | N/A | N/A | N/A | N/A | 242.36x | N/A | N/A | N/A | $584.08k | 0.20 | $140.97M | N/A | ||
| BIYA | BAIYA INTERNATIONAL GROUP INC | $0.41 | N/A | N/A | -0.08x | N/A | 0.05x | 0.02x | N/A | -$7.44M | -951.82% | $22.96M | 12.13 | -$49.20k | 0.01 | ||
| OIO | OIO GROUP | $2.29 | N/A | N/A | -6.74x | N/A | 134.71x | 58.27x | N/A | -$1.93M | -0.26% | $13.68M | 0.04 | $802.07M | -267.20 | ||
| BDMD | BAIRD MEDICAL INVESTMENT HOLDINGS LTD | $1.11 | N/A | N/A | -1.13x | N/A | 1.37x | 1.45x | N/A | -$1.39M | -4.50% | $31.37M | 1.13 | $64.22M | -2.68 |
Beta is a calculation that measures relative volatility of a stock in relation to a benchmark, typically the S&P 500. A stock with a beta of 1.0 has historically experienced price fluctuations in line with the general stock market.
Stocks with low beta rise and fall less than the overall market. Many stocks with a low beta are well-established, blue-chip companies.
For example, if stock ABC has a low beta of 0.5 and the S&P 500 increases by 1%, you can expect stock ABC to increase by about 0.5%.
Conversely, if the S&P 500 decreases by 5%, ABC will decrease by only about 2.5%.
Long-term investors can benefit by owning low beta stocks because they lower the overall volatility of their portfolio.
For example, consider this scenario: Let’s say you own an equal amount of 2 stocks, one with a beta of 1.0 and the other with a beta of 0.5. If the market fell by 2%, you can expect your portfolio to only lose 1.5%.
In this sense, low beta stocks are “safer” than the overall market.
Again, let’s assume you own the 2 stocks above, with betas of 1.0 and 0.5.
Whenever the market gains 1%, your portfolio will likely only gain 0.75%. This means that, while you will experience less volatility than the overall market, you may also have lower long-term returns.