Investors Are Jumping to Japan with this WisdomTree Model Portfolio
Advisors can allocate to that trend with WisdomTree’s Developed International Model Portfolio.
“This model portfolio is designed for investors with a long-term horizon looking for exposure to a broad universe of Developed International equities primarily using factor focused ETFs. The selected ETFs provide certain factor tilts that have the potential to generate excess return relative to comparable cap-weighted benchmarks over longer-term holding periods. The strategies may use both WisdomTree and non-WisdomTree ETFs,” according to WisdomTree.
Several of the ETFs in the model portfolio are diversified developed international funds with strong exposure to Japanese stocks.
Energy is on the move, with the
OPEC member Saudi Arabia caught traders off guard with a surprise production cut last week. This gave bullish oil traders plenty to cheer about.
“The decision by the Saudis was a big deal and it’s an underpinning for prices,” said Bill O’Grady, executive vice president at Confluence Investment Management in St. Louis. “Clearly, maintaining the oil price was paramount and they were willing to let others take advantage in order to accomplish that.”
ERX seeks daily investment results equal to 300% of the daily performance of the Energy Select Sector Index. The index is provided by S&P Dow Jones Indices and includes domestic companies from the energy sector which includes the following industries: oil, gas and consumable fuels, and energy equipment and services.
January 11, 2021
There’s a renewed strength in the energy sector. Investors can capitalize on renewables with a pair of Invesco ETFs.
First up, we have the Invesco S&P SmallCap Energy ETF (PSCE). PSCE seeks to track the investment results (before fees and expenses) of the S&P SmallCap 600® Capped Energy Index (the “underlying index”).
The fund generally will invest at least 90% of its total assets in the securities of small-capitalization U.S. energy companies that comprise the underlying index. These companies are principally engaged in the business of producing, distributing or servicing energy related products, including oil and gas exploration and production, refining, oil services, and pipelines.
January 11, 2021
Bond yields are still depressed, but dividend stocks are on the mend. Investors can capitalize on those scenarios by adding active management to the mix with the
The T. Rowe Price Equity Income ETF seeks a high level of dividend income and long-term capital growth by investing most of its assets in common stocks, with an emphasis on large-capitalization stocks that have a strong track record of paying dividends or that are believed to be undervalued.
Constructed similarly to flagship investment strategies that have served T. Rowe Price clients well for decades, the active ETFs use the same portfolio managers as their corresponding mutual funds and employ the firm’s long-standing strategic investing approach, characterized by rigorous research, risk awareness, and independent decision making.
Capture Upside while Preventing Downside with the DBEM ETF January 11, 2021
A risk-on sentiment is permeating into the capital markets again. Investors can partake in riskier assets like emerging markets more safely with ETFs with a hedging component like the
DBEM seeks investment results that correspond generally to the performance of the MSCI EM US Dollar Hedged Index. The fund, using a “passive” or indexing investment approach, seeks investment results that correspond generally to the performance, before fees and expenses, of the underlying index, which is designed to track emerging market performance while mitigating exposure to fluctuations between the value of the U.S. dollar and the currencies of the countries included in the underlying index.