Model Portfolios: Smart Choices for a Low Rate Environment :

Model Portfolios: Smart Choices for a Low Rate Environment


January 28, 2021
It’s abundantly clear that the Federal Reserve has no choice but to keep interest rates low for an extended period of time, likely several years. That’s put added emphasis on selecting the right income-generating investments.
For advisors seeking quality income assets for client portfolios, the Siegel-WisdomTree Longevity and Siegel-WisdomTree Global Equity Model Portfolios are strategies to consider.
“The Siegel-WisdomTree Longevity Model Portfolio was designed to outperform a traditional 60/40 portfolio in a risk-conscious manner by structurally allocating more toward equities over fixed income and tilting toward factors such as dividend yield and low P/E ratios to seek higher income generation and outperformance potential,” according to WisdomTree. “The models are strategic in nature but also reflect tactical tilts based on market conditions. The strategy may include both WisdomTree and non-WisdomTree ETFs.”

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