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With Quality Beckoning, Consider a Core Model Portfolio
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Value Is Back Take the Comprehensive Route with Model Portfolios
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December 15, 2020
Advisors and investors are hearing plenty about how momentum small-caps are building to end 2020, a scenario many market observers believe will carry over to the new year.
Asset allocators looking for preparation for more small-cap upside can turn to model portfolios, including the WisdomTree Core Equity Model Portfolio, which features allocations to three small-cap exchange traded funds covering domestic, developed, and emerging markets smaller equities.
“This model portfolio is designed for growth-oriented investors with a long-term horizon looking to maximize long-term potential for capital growth through a globally diversified set of equity ETFs,” according to WisdomTree.
In recent weeks, small-cap equities have been keeping pace with their large-cap brethren, but before advisors start sticking their clients into these small cap funds, they might want to think twice. While it helps to diversify a client’s portfolio and get the additional upside of sm
December 14, 2020
As smaller stocks surge, advisors are looking for quality solutions to position client portfolios for a rally that could be lengthy.
A firm starting point is WisdomTree’s Core Equity Model Portfolio, which features broad-based exposure to domestic and international mid- and small-cap fare.
“This model portfolio is designed for growth-oriented investors with a long-term horizon looking to maximize long-term potential for capital growth through a globally diversified set of equity ETFs,” according to WisdomTree.
For long-term investors, the model portfolio’s mid-cap exposure is exceedingly relevant.
“This category of companies is actually made up of many reputable businesses and they tend to perform quite well. In fact, the S&P MidCap 400 Index, which tracks 400 middle capitalization companies, has outperformed both the S&P 500 (a group of the 500 large-cap companies) and the Russell 2,000 (an index of 2,000 small-cap companies) over the past 10, 15,