March 15, 2021
Value stock ETFs are rebounding, but that doesn’t mean advisors need to go ‘all in’ on the investment factor.
Consider the U.S. Multi-Factor Model Portfolio, which is part of WisdomTree’s Modern Alpha series of model portfolios. This selection may be a bargain foundation for some, but it’s not just pure value exposure.
“This model portfolio is designed for investors with a long-term horizon looking for exposure to a broad universe of U.S. 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,” according to WisdomTree.